VFG
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V2 Financial group’s Microsoft MSFT Stock Holding History

V2 Financial 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 		$2.4M Buy
6,495
+808
+14% +$338K 1.12% 12
2025
Q4 		$2.75M Buy
5,687
+3,212
+130% +$1.61M 1.35% 11
2025
Q3 		$1.28M Buy
2,475
+7
+0.3% +$3.57K 0.71% 19
2025
Q2 		$1.23M Buy
2,468
+25
+1% +$10.9K 0.74% 19
2025
Q1 		$917K Buy
2,443
+40
+2% +$16.3K 0.59% 25
2024
Q4 		$1.01M Buy
2,403
+943
+65% +$402K 0.62% 25
2024
Q3 		$628K Hold
1,460
– – 0.41% 38
2024
Q2 		$623K Sell
1,460
-32
-2% -$13.5K 0.42% 38
2024
Q1 		$628K Sell
1,492
-20
-1% -$8.1K 0.43% 36
2023
Q4 		$569K Buy
1,512
+12
+0.8% +$4.27K 0.4% 37
2023
Q3 		$474K Sell
1,500
-200
-12% -$66.1K 0.36% 37
2023
Q2 		$579K Sell
1,700
-614
-27% -$192K 0.42% 35
2023
Q1 		$667K Sell
2,314
-200
-8% -$51K 0.48% 29
2022
Q4 		$603K Hold
2,514
– – 0.48% 29
2022
Q3 		$586K Hold
2,514
– – 0.51% 26
2022
Q2 		$646K Buy
2,514
+20
+0.8% +$5.43K 0.52% 25
2022
Q1 		$769K Buy
2,494
+175
+8% +$52.6K 0.59% 30
2021
Q4 		$780K Hold
2,319
– – 0.61% 35
2021
Q3 		$654K Sell
2,319
-4,800
-67% -$1.4M 0.56% 31
2021
Q2 		$1.93M Buy
7,119
+594
+9% +$151K 1.64% 14
2021
Q1 		$1.54M Buy
6,525
+200
+3% +$46.4K 1.39% 14
2020
Q4 		$1.41M Buy
+6,325
New +$1.36M 1.42% 11

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

V2 Financial group's MSFT Position: Q1 2026 in Review

V2 Financial group increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $338K and bringing the position to 6,495 shares worth $2.4M. The position accounts for 1.12% of the portfolio, ranked #12.

V2 Financial group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • V2 Financial group held 6,495 shares of Microsoft worth $2.4M as of Q1 2026.
  • V2 Financial group bought 808 Microsoft shares in Q1 2026, an estimated $338K.
  • Microsoft made up 1.12% of V2 Financial group's portfolio in Q1 2026, its #12 holding.
  • V2 Financial group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • V2 Financial group's Microsoft position peaked at $2.75M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.