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
2022 Q1	–	Sell	-3,500	Closed	-$1.05M	–	960
2021 Q4	$1.05M	Sell	3,500 -800	-19%	-$259K	0.04%	383
2021 Q3	$24K	Buy	4,300 +1,700	+65%	+$495K	﹤0.01%	836
2021 Q2	$2K	Hold	2,600	–	–	﹤0.01%	883
2021 Q1	$1K	Buy	2,600 +1,400	+117%	+$325K	﹤0.01%	853
2020 Q4	$1K	Buy	+1,200	New	+$258K	﹤0.01%	720
2018 Q2	–	Sell	-700	Closed	-$1K	–	401
2018 Q1	$1K	Buy	+700	New	+$64K	﹤0.01%	355
2017 Q4	–	Sell	-900	Closed	-$1K	–	421
2017 Q3	$1K	Sell	900 -200	-18%	-$14.6K	﹤0.01%	348
2017 Q2	$1K	Buy	+1,100	New	+$75.5K	﹤0.01%	342

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's MSFT Position: Q2 2026 in Review

Kingsview Wealth Management increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $4.52M and bringing the position to 262,425 shares worth $97.9M. The position accounts for 1.19% of the portfolio, ranked #14.

Kingsview Wealth Management first reported a position in MSFT in Q1 2017 and has held it in 38 quarters since. The position peaked at $151M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kingsview Wealth Management held 262,425 shares of Microsoft worth $97.9M as of Q2 2026.
Kingsview Wealth Management bought 11,168 Microsoft shares in Q2 2026, an estimated $4.52M.
Microsoft made up 1.19% of Kingsview Wealth Management's portfolio in Q2 2026, its #14 holding.
Kingsview Wealth Management first reported a position in Microsoft in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's Microsoft position peaked at $151M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.