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IVC Wealth Advisors’s Microsoft MSFT Stock Holding History

IVC Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
4,639
+100
+2% +$40.5K 0.67% 29
2026
Q1 		$1.68M Buy
4,539
+120
+3% +$50.2K 0.73% 24
2025
Q4 		$2.14M Buy
4,419
+233
+6% +$117K 0.93% 23
2025
Q3 		$2.17M Buy
4,186
+185
+5% +$94.4K 0.97% 19
2025
Q2 		$1.99M Buy
4,001
+134
+3% +$58.2K 0.97% 20
2025
Q1 		$1.45M Buy
3,867
+1,133
+41% +$462K 0.78% 28
2024
Q4 		$1.15M Sell
2,734
-503
-16% -$214K 0.64% 35
2024
Q3 		$1.39M Buy
3,237
+167
+5% +$71.4K 0.76% 32
2024
Q2 		$1.37M Buy
3,070
+112
+4% +$47.3K 0.77% 31
2024
Q1 		$1.24M Sell
2,958
-4
-0.1% -$1.62K 0.72% 34
2023
Q4 		$1.11M Buy
2,962
+52
+2% +$18.5K 0.69% 36
2023
Q3 		$919K Buy
2,910
+16
+0.6% +$5.29K 0.61% 45
2023
Q2 		$985K Buy
2,894
+144
+5% +$45.1K 0.62% 41
2023
Q1 		$793K Sell
2,750
-33
-1% -$8.42K 0.56% 54
2022
Q4 		$668K Sell
2,783
-13
-0.5% -$3.12K 0.49% 59
2022
Q3 		$651K Buy
2,796
+15
+0.5% +$3.96K 0.52% 54
2022
Q2 		$714K Buy
2,781
+237
+9% +$64.3K 0.55% 50
2022
Q1 		$784K Buy
2,544
+274
+12% +$82.4K 0.52% 50
2021
Q4 		$763K Sell
2,270
-5
-0.2% -$1.62K 0.49% 53
2021
Q3 		$641K Buy
2,275
+41
+2% +$11.9K 0.44% 59
2021
Q2 		$605K Sell
2,234
-95
-4% -$24.1K 0.43% 64
2021
Q1 		$549K Buy
2,329
+1
+0% +$232 0.43% 68
2020
Q4 		$518K Buy
+2,328
New +$501K 0.49% 58

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

IVC Wealth Advisors's MSFT Position: Q2 2026 in Review

IVC Wealth Advisors increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $40.5K and bringing the position to 4,639 shares worth $1.73M. The position accounts for 0.67% of the portfolio, ranked #29.

IVC Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.17M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IVC Wealth Advisors held 4,639 shares of Microsoft worth $1.73M as of Q2 2026.
  • IVC Wealth Advisors bought 100 Microsoft shares in Q2 2026, an estimated $40.5K.
  • Microsoft made up 0.67% of IVC Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • IVC Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Microsoft position peaked at $2.17M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.