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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,182 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.
6,182 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.