KFI
MSFT icon

Key Financial Inc’s Microsoft MSFT Stock Holding History

Key Financial Inc’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 		$10.8M Buy
28,910
+239
+0.8% +$96.7K 1.77% 9
2026
Q1 		$10.6M Buy
28,671
+960
+3% +$402K 1.89% 8
2025
Q4 		$13.4M Buy
27,711
+161
+0.6% +$80.7K 2.45% 8
2025
Q3 		$14.3M Sell
27,550
-903
-3% -$461K 2.65% 7
2025
Q2 		$14.2M Sell
28,453
-33
-0.1% -$14.3K 2.85% 5
2025
Q1 		$10.7M Sell
28,486
-182
-0.6% -$74.2K 2.33% 8
2024
Q4 		$12.1M Sell
28,668
-900
-3% -$383K 2.75% 6
2024
Q3 		$12.7M Buy
29,568
+96
+0.3% +$41K 2.81% 6
2024
Q2 		$13.2M Buy
29,472
+888
+3% +$375K 3.16% 5
2024
Q1 		$12M Sell
28,584
-588
-2% -$238K 3.07% 6
2023
Q4 		$11M Buy
29,172
+664
+2% +$236K 3% 6
2023
Q3 		$9M Sell
28,508
-415
-1% -$137K 3.04% 5
2023
Q2 		$9.85M Buy
28,923
+661
+2% +$207K 3.26% 5
2023
Q1 		$8.15M Buy
28,262
+1,913
+7% +$488K 2.97% 6
2022
Q4 		$6.14M Hold
26,349
– – 2.9% 6
2022
Q3 		$6.14M Buy
26,349
+99
+0.4% +$26.1K 2.89% 6
2022
Q2 		$6.81M Buy
26,250
+1,324
+5% +$359K 3.69% 4
2022
Q1 		$7.68M Buy
24,926
+1,273
+5% +$383K 3.82% 4
2021
Q4 		$7.96M Buy
23,653
+46
+0.2% +$14.9K 3.98% 2
2021
Q3 		$6.66M Sell
23,607
-87
-0.4% -$25.3K 3.77% 4
2021
Q2 		$6.75M Buy
23,694
+432
+2% +$110K 3.77% 4
2021
Q1 		$5.48M Buy
23,262
+1,098
+5% +$255K 3.61% 4
2020
Q4 		$4.93M Buy
22,164
+94
+0.4% +$20.2K 3.67% 4
2020
Q3 		$4.64M Buy
22,070
+71
+0.3% +$14.9K 4.76% 4
2020
Q2 		$4.37M Buy
21,999
+1,297
+6% +$235K 5% 4
2020
Q1 		$3.32M Sell
20,702
-601
-3% -$98.8K 3.4% 5
2019
Q4 		$3.36M Buy
+21,303
New +$3.13M 3.15% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's MSFT Position: Q2 2026 in Review

Key Financial Inc increased its Microsoft (MSFT) stake by 0.83% in Q2 2026, buying an estimated $96.7K and bringing the position to 28,910 shares worth $10.8M. The position accounts for 1.77% of the portfolio, ranked #9.

Key Financial Inc first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Key Financial Inc held 28,910 shares of Microsoft worth $10.8M as of Q2 2026.
  • Key Financial Inc bought 239 Microsoft shares in Q2 2026, an estimated $96.7K.
  • Microsoft made up 1.77% of Key Financial Inc's portfolio in Q2 2026, its #9 holding.
  • Key Financial Inc first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Microsoft position peaked at $14.3M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.