INVST’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.72M | Buy |
12,661
+1,006
| +9% | +$407K | 0.46% | 46 |
|
|
2026
Q1 | $4.31M | Sell |
11,655
-1,275
| -10% | -$534K | 0.49% | 48 |
|
|
2025
Q4 | $6.25M | Sell |
12,930
-162
| -1% | -$81.2K | 0.68% | 42 |
|
|
2025
Q3 | $6.78M | Sell |
13,092
-212
| -2% | -$108K | 0.77% | 39 |
|
|
2025
Q2 | $6.62M | Buy |
13,304
+839
| +7% | +$364K | 0.82% | 33 |
|
|
2025
Q1 | $4.68M | Sell |
12,465
-2,538
| -17% | -$1.03M | 0.64% | 37 |
|
|
2024
Q4 | $6.32M | Buy |
15,003
+403
| +3% | +$172K | 0.77% | 37 |
|
|
2024
Q3 | $6.28M | Sell |
14,600
-778
| -5% | -$333K | 0.76% | 34 |
|
|
2024
Q2 | $7.02M | Buy |
15,378
+1,920
| +14% | +$811K | 0.77% | 34 |
|
|
2024
Q1 | $5.71M | Sell |
13,458
-598
| -4% | -$242K | 0.68% | 36 |
|
|
2023
Q4 | $5.7M | Sell |
14,056
-91
| -0.6% | -$32.4K | 0.73% | 35 |
|
|
2023
Q3 | $4.47M | Buy |
14,147
+1,089
| +8% | +$360K | 0.65% | 34 |
|
|
2023
Q2 | $4.45M | Buy |
13,058
+256
| +2% | +$80.2K | 0.64% | 33 |
|
|
2023
Q1 | $3.9M | Sell |
12,802
-3,993
| -24% | -$1.02M | 0.6% | 33 |
|
|
2022
Q4 | $4.16M | Buy |
16,795
+748
| +5% | +$180K | 0.65% | 31 |
|
|
2022
Q3 | $3.68M | Buy |
16,047
+551
| +4% | +$145K | 0.63% | 32 |
|
|
2022
Q2 | $4.48M | Sell |
15,496
-211
| -1% | -$57.3K | 0.69% | 33 |
|
|
2022
Q1 | $4.16M | Buy |
15,707
+240
| +2% | +$72.2K | 0.68% | 31 |
|
|
2021
Q4 | $4.33M | Buy |
15,467
+264
| +2% | +$85.6K | 0.68% | 33 |
|
|
2021
Q3 | $4.29M | Buy |
15,203
+1,041
| +7% | +$303K | 0.68% | 34 |
|
|
2021
Q2 | $3.98M | Sell |
14,162
-110
| -0.8% | -$28K | 0.65% | 35 |
|
|
2021
Q1 | $3.6M | Buy |
14,272
+682
| +5% | +$158K | 0.62% | 36 |
|
|
2020
Q4 | $3.02M | Buy |
13,590
+2,057
| +18% | +$442K | 0.55% | 40 |
|
|
2020
Q3 | $2.45M | Buy |
11,533
+438
| +4% | +$92K | 0.57% | 41 |
|
|
2020
Q2 | $2.27M | Buy |
11,095
+1,306
| +13% | +$237K | 0.67% | 41 |
|
|
2020
Q1 | $1.49M | Buy |
9,789
+3,431
| +54% | +$564K | 0.62% | 39 |
|
|
2019
Q4 | $1M | Sell |
6,358
-153
| -2% | -$22.5K | 0.38% | 44 |
|
|
2019
Q3 | $892K | Buy |
6,511
+53
| +0.8% | +$7.29K | 0.4% | 39 |
|
|
2019
Q2 | $876K | Buy |
6,458
+126
| +2% | +$16K | 0.45% | 31 |
|
|
2019
Q1 | $754K | Buy |
6,332
+142
| +2% | +$15.5K | 0.38% | 29 |
|
|
2018
Q4 | $629K | Buy |
6,190
+945
| +18% | +$101K | 0.35% | 26 |
|
|
2018
Q3 | $606K | Sell |
5,245
-49
| -0.9% | -$5.31K | 0.31% | 31 |
|
|
2018
Q2 | $522K | Buy |
5,294
+552
| +12% | +$53.5K | 0.3% | 34 |
|
|
2018
Q1 | $420K | Buy |
4,742
+246
| +5% | +$22.5K | 0.27% | 30 |
|
|
2017
Q4 | $385K | Buy |
4,496
+499
| +12% | +$40.9K | 0.28% | 28 |
|
|
2017
Q3 | $298K | Buy |
+3,997
| New | +$292K | 0.26% | 28 |
|
Other funds holding MSFT
INVST's MSFT Position: Q2 2026 in Review
INVST increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $407K and bringing the position to 12,661 shares worth $4.72M. The position accounts for 0.46% of the portfolio, ranked #46.
INVST first reported a position in MSFT in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.02M in Q2 2024. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- INVST held 12,661 shares of Microsoft worth $4.72M as of Q2 2026.
- INVST bought 1,006 Microsoft shares in Q2 2026, an estimated $407K.
- Microsoft made up 0.46% of INVST's portfolio in Q2 2026, its #46 holding.
- INVST first reported a position in Microsoft in Q3 2017 and has held it in 36 quarters since.
- INVST's Microsoft position peaked at $7.02M in Q2 2024.
- 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.