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Kingsview Wealth Management’s Microsoft MSFT Stock Holding History

Kingsview Wealth Management’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
Q1 		$93M Buy
251,257
+20,524
+9% +$8.59M 1.27% 14
2025
Q4 		$112M Sell
230,733
-61,412
-21% -$30.8M 1.61% 10
2025
Q3 		$151M Buy
292,145
+78,297
+37% +$39.9M 2.31% 3
2025
Q2 		$106M Sell
213,848
-1,239
-0.6% -$538K 1.8% 7
2025
Q1 		$80.7M Buy
215,087
+2,474
+1% +$1.01M 1.52% 12
2024
Q4 		$89.6M Buy
212,613
+2,108
+1% +$898K 1.75% 10
2024
Q3 		$90.6M Buy
210,505
+1,871
+0.9% +$800K 1.91% 7
2024
Q2 		$93.2M Buy
208,634
+4,525
+2% +$1.91M 2.2% 7
2024
Q1 		$85.9M Buy
204,109
+9,465
+5% +$3.83M 2.15% 5
2023
Q4 		$73.2M Buy
194,644
+871
+0.4% +$310K 2.19% 5
2023
Q3 		$61.2M Buy
193,773
+1,750
+0.9% +$578K 2.2% 4
2023
Q2 		$65.4M Sell
192,023
-1,905
-1% -$597K 2.56% 2
2023
Q1 		$55.9M Sell
193,928
-11,012
-5% -$2.81M 2.35% 4
2022
Q4 		$49.1M Sell
204,940
-13,175
-6% -$3.16M 2.13% 3
2022
Q3 		$50.8M Buy
218,115
+5,479
+3% +$1.45M 2.41% 4
2022
Q2 		$54.6M Sell
212,636
-18,094
-8% -$4.91M 2.61% 4
2022
Q1 		$71.1M Sell
230,730
-12,242
-5% -$3.68M 3.13% 2
2021
Q4 		$81.7M Sell
242,972
-200
-0.1% -$64.8K 3.4% 2
2021
Q3 		$68.6M Buy
243,172
+31,999
+15% +$9.31M 3.25% 2
2021
Q2 		$57.3M Buy
211,173
+14,076
+7% +$3.58M 2.83% 2
2021
Q1 		$47.8M Buy
197,097
+20,243
+11% +$4.7M 2.71% 2
2020
Q4 		$39.3M Buy
176,854
+11,826
+7% +$2.54M 2.85% 3
2020
Q3 		$34.7M Buy
165,028
+9,806
+6% +$2.06M 3.11% 3
2020
Q2 		$31.6M Buy
155,222
+6,687
+5% +$1.21M 3.16% 3
2020
Q1 		$23.4M Sell
148,535
-11,834
-7% -$1.95M 3.16% 2
2019
Q4 		$25.3M Buy
160,369
+48,808
+44% +$7.17M 3.17% 2
2019
Q3 		$15.5M Buy
111,561
+2,446
+2% +$336K 2.44% 3
2019
Q2 		$14.6M Sell
109,115
-272
-0.2% -$34.5K 2.45% 2
2019
Q1 		$12.9M Buy
109,387
+20,933
+24% +$2.28M 1.96% 5
2018
Q4 		$8.98M Buy
88,454
+5,627
+7% +$603K 1.96% 3
2018
Q3 		$9.47M Buy
82,827
+2,552
+3% +$277K 1.92% 4
2018
Q2 		$7.92M Buy
80,275
+661
+0.8% +$64.1K 1.89% 4
2018
Q1 		$7.27M Buy
79,614
+51,105
+179% +$4.67M 1.81% 4
2017
Q4 		$2.44M Buy
28,509
+5,952
+26% +$488K 0.87% 25
2017
Q3 		$1.68M Buy
22,557
+1,811
+9% +$132K 0.74% 34
2017
Q2 		$1.43M Buy
20,746
+520
+3% +$35.7K 0.74% 34
2017
Q1 		$1.33M Buy
+20,226
New +$1.3M 0.79% 28

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingsview Wealth Management's MSFT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Microsoft (MSFT) stake by 8.9% in Q1 2026, buying an estimated $8.59M and bringing the position to 251,257 shares worth $93M. The position accounts for 1.27% of the portfolio, ranked #14.

Kingsview Wealth Management first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $151M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kingsview Wealth Management held 251,257 shares of Microsoft worth $93M as of Q1 2026.
  • Kingsview Wealth Management bought 20,524 Microsoft shares in Q1 2026, an estimated $8.59M.
  • Microsoft made up 1.27% of Kingsview Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Kingsview Wealth Management first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Microsoft position peaked at $151M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.