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Mar Vista Investment Partners’s Microsoft MSFT Stock Holding History

Mar Vista Investment Partners’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 		$52.2M Sell
140,064
-19,579
-12% -$7.92M 5.2% 3
2026
Q1 		$59.1M Sell
159,643
-1,432
-0.9% -$599K 5.91% 3
2025
Q4 		$77.9M Sell
161,075
-7,069
-4% -$3.54M 7.15% 1
2025
Q3 		$87.1M Sell
168,144
-31,197
-16% -$15.9M 7.57% 1
2025
Q2 		$99.2M Sell
199,341
-7,846
-4% -$3.41M 7.59% 1
2025
Q1 		$77.8M Sell
207,187
-11,231
-5% -$4.58M 6.39% 1
2024
Q4 		$92.1M Sell
218,418
-18,227
-8% -$7.76M 6.3% 2
2024
Q3 		$102M Sell
236,645
-77,092
-25% -$33M 6.49% 1
2024
Q2 		$140M Sell
313,737
-47,326
-13% -$20M 6.9% 1
2024
Q1 		$152M Sell
361,063
-13,800
-4% -$5.59M 6.63% 1
2023
Q4 		$141M Sell
374,863
-22,616
-6% -$8.05M 6.43% 1
2023
Q3 		$126M Sell
397,479
-30,579
-7% -$10.1M 6.01% 1
2023
Q2 		$146M Sell
428,058
-24,680
-5% -$7.73M 6.1% 1
2023
Q1 		$131M Sell
452,738
-19,320
-4% -$4.93M 5.8% 1
2022
Q4 		$113M Sell
472,058
-36,399
-7% -$8.74M 5.08% 2
2022
Q3 		$118M Buy
508,457
+72,792
+17% +$19.2M 5.29% 1
2022
Q2 		$112M Sell
435,665
-54,089
-11% -$14.7M 4.6% 3
2022
Q1 		$151M Buy
489,754
+15,384
+3% +$4.63M 4.74% 2
2021
Q4 		$160M Sell
474,370
-126,706
-21% -$41.1M 4.31% 5
2021
Q3 		$169M Sell
601,076
-29,055
-5% -$8.45M 4.36% 6
2021
Q2 		$171M Sell
630,131
-85,194
-12% -$21.7M 4.21% 6
2021
Q1 		$169M Buy
715,325
+25,424
+4% +$5.9M 3.9% 7
2020
Q4 		$153M Sell
689,901
-38,488
-5% -$8.28M 3.8% 8
2020
Q3 		$153M Sell
728,389
-26,115
-3% -$5.49M 4.02% 8
2020
Q2 		$154M Sell
754,504
-36,835
-5% -$6.69M 4.19% 8
2020
Q1 		$125M Buy
+791,339
New +$130M 3.79% 8

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

Mar Vista Investment Partners's MSFT Position: Q2 2026 in Review

Mar Vista Investment Partners reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $7.92M and leaving 140,064 shares worth $52.2M. The position accounts for 5.2% of the portfolio, ranked #3.

Mar Vista Investment Partners first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $171M in Q2 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mar Vista Investment Partners held 140,064 shares of Microsoft worth $52.2M as of Q2 2026.
  • Mar Vista Investment Partners sold 19,579 Microsoft shares in Q2 2026, an estimated $7.92M.
  • Microsoft made up 5.2% of Mar Vista Investment Partners's portfolio in Q2 2026, its #3 holding.
  • Mar Vista Investment Partners first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Mar Vista Investment Partners's Microsoft position peaked at $171M in Q2 2021.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mar Vista Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.