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 Q2	$538K	Buy	1,443 +21	+1%	+$8.5K	0.19%	70
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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Shared Vision Wealth Group's MSFT Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $8.5K and bringing the position to 1,443 shares worth $538K. The position accounts for 0.19% of the portfolio, ranked #70.

Shared Vision Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $870K in Q2 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Shared Vision Wealth Group held 1,443 shares of Microsoft worth $538K as of Q2 2026.
Shared Vision Wealth Group bought 21 Microsoft shares in Q2 2026, an estimated $8.5K.
Microsoft made up 0.19% of Shared Vision Wealth Group's portfolio in Q2 2026, its #70 holding.
Shared Vision Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's Microsoft position peaked at $870K in Q2 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.