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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
Q2 		$2.77M Buy
7,438
+943
+15% +$382K 1.03% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

V2 Financial group's MSFT Position: Q2 2026 in Review

V2 Financial group increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $382K and bringing the position to 7,438 shares worth $2.77M. The position accounts for 1.03% of the portfolio, ranked #15.

V2 Financial group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • V2 Financial group held 7,438 shares of Microsoft worth $2.77M as of Q2 2026.
  • V2 Financial group bought 943 Microsoft shares in Q2 2026, an estimated $382K.
  • Microsoft made up 1.03% of V2 Financial group's portfolio in Q2 2026, its #15 holding.
  • V2 Financial group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.