PlanVest Financial’s Microsoft MSFT Stock Holding History

PlanVest Financial’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	$2.01M	Sell	5,379 -21	-0.4%	-$8.5K	1.34%	19
2026 Q1	$2M	Buy	+5,400	New	+$2.26M	1.52%	18

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PlanVest Financial's MSFT Position: Q2 2026 in Review

PlanVest Financial reduced its Microsoft (MSFT) stake by 0.39% in Q2 2026, selling an estimated $8.5K and leaving 5,379 shares worth $2.01M. The position accounts for 1.34% of the portfolio, ranked #19.

PlanVest Financial first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PlanVest Financial held 5,379 shares of Microsoft worth $2.01M as of Q2 2026.
PlanVest Financial sold 21 Microsoft shares in Q2 2026, an estimated $8.5K.
Microsoft made up 1.34% of PlanVest Financial's portfolio in Q2 2026, its #19 holding.
PlanVest Financial first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.