SpringVest Wealth Management’s Microsoft MSFT Stock Holding History

SpringVest Wealth Management’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	$668K	Sell	1,792 -6	-0.3%	-$2.43K	0.42%	37
2026 Q1	$666K	Buy	1,798 +694	+63%	+$290K	0.45%	32
2025 Q4	$534K	Buy	1,104 +23	+2%	+$11.5K	0.37%	41
2025 Q3	$560K	Buy	1,081 +1	+0.1%	+$510	0.41%	39
2025 Q2	$537K	Sell	1,080 -25	-2%	-$10.9K	0.44%	37
2025 Q1	$415K	Sell	1,105 -418	-27%	-$170K	0.34%	43
2024 Q4	$642K	Buy	+1,523	New	+$649K	0.55%	31

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

SpringVest Wealth Management's MSFT Position: Q2 2026 in Review

SpringVest Wealth Management reduced its Microsoft (MSFT) stake by 0.33% in Q2 2026, selling an estimated $2.43K and leaving 1,792 shares worth $668K. The position accounts for 0.42% of the portfolio, ranked #37.

SpringVest Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SpringVest Wealth Management held 1,792 shares of Microsoft worth $668K as of Q2 2026.
SpringVest Wealth Management sold 6 Microsoft shares in Q2 2026, an estimated $2.43K.
Microsoft made up 0.42% of SpringVest Wealth Management's portfolio in Q2 2026, its #37 holding.
SpringVest Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.