PlanVest Financial
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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
Q3 		$2.78M Buy
5,425
+46
+0.9% +$21.3K 1.79% 18
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

PlanVest Financial's MSFT Position: Q3 2026 in Review

PlanVest Financial increased its Microsoft (MSFT) stake by 0.86% in Q3 2026, buying an estimated $21.3K and bringing the position to 5,425 shares worth $2.78M. The position accounts for 1.79% of the portfolio, ranked #18.

PlanVest Financial first reported a position in MSFT in Q1 2026 and has held it in 3 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • PlanVest Financial held 5,425 shares of Microsoft worth $2.78M as of Q3 2026.
  • PlanVest Financial bought 46 Microsoft shares in Q3 2026, an estimated $21.3K.
  • Microsoft made up 1.79% of PlanVest Financial's portfolio in Q3 2026, its #18 holding.
  • PlanVest Financial first reported a position in Microsoft in Q1 2026 and has held it in 3 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.