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Shared Vision Wealth Group’s Microsoft MSFT Stock Holding History

Shared Vision Wealth Group’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
Q1 		$526K Sell
1,422
-103
-7% -$43.1K 0.21% 58
2025
Q4 		$717K Sell
1,525
-107
-7% -$53.6K 0.29% 49
2025
Q3 		$850K Buy
1,632
+2
+0.1% +$1.02K 0.36% 44
2025
Q2 		$870K Buy
1,630
+2
+0.1% +$869 0.43% 37
2025
Q1 		$611K Sell
1,628
-7
-0.4% -$2.85K 0.33% 43
2024
Q4 		$689K Sell
1,635
-83
-5% -$35.4K 0.36% 41
2024
Q3 		$739K Sell
1,718
-23
-1% -$9.83K 0.4% 35
2024
Q2 		$778K Buy
1,741
+687
+65% +$290K 0.45% 32
2024
Q1 		$444K Sell
1,054
-49
-4% -$19.8K 0.28% 48
2023
Q4 		$415K Buy
+1,103
New +$393K 0.28% 49

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shared Vision Wealth Group's MSFT Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its Microsoft (MSFT) stake by 6.8% in Q1 2026, selling an estimated $43.1K and leaving 1,422 shares worth $526K. The position accounts for 0.21% of the portfolio, ranked #58.

Shared Vision Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $870K in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Shared Vision Wealth Group held 1,422 shares of Microsoft worth $526K as of Q1 2026.
  • Shared Vision Wealth Group sold 103 Microsoft shares in Q1 2026, an estimated $43.1K.
  • Microsoft made up 0.21% of Shared Vision Wealth Group's portfolio in Q1 2026, its #58 holding.
  • Shared Vision Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Shared Vision Wealth Group's Microsoft position peaked at $870K in Q2 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.