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Vance Wealth’s Microsoft MSFT Stock Holding History

Vance Wealth’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 		$2.99M Buy
8,011
+2,364
+42% +$956K 0.67% 34
2026
Q1 		$2.09M Buy
5,647
+467
+9% +$195K 0.6% 39
2025
Q4 		$2.51M Sell
5,180
-84
-2% -$42.1K 0.74% 31
2025
Q3 		$2.73M Buy
5,264
+319
+6% +$163K 0.84% 31
2025
Q2 		$2.46M Buy
4,945
+618
+14% +$268K 0.83% 29
2025
Q1 		$1.62M Buy
4,327
+521
+14% +$212K 0.61% 40
2024
Q4 		$1.6M Sell
3,806
-141
-4% -$60.1K 0.62% 36
2024
Q3 		$1.7M Buy
3,947
+193
+5% +$82.5K 0.64% 35
2024
Q2 		$1.68M Buy
3,754
+204
+6% +$86.2K 0.69% 33
2024
Q1 		$1.49M Buy
3,550
+252
+8% +$102K 0.6% 32
2023
Q4 		$1.24M Hold
3,298
– – 0.54% 35
2023
Q3 		$1.04M Buy
3,298
+303
+10% +$100K 0.49% 37
2023
Q2 		$1.02M Sell
2,995
-147
-5% -$46.1K 0.46% 37
2023
Q1 		$906K Buy
3,142
+1,048
+50% +$267K 0.49% 35
2022
Q4 		$502K Hold
2,094
– – 0.31% 39
2022
Q3 		$488K Buy
2,094
+340
+19% +$89.8K 0.38% 32
2022
Q2 		$450K Buy
1,754
+61
+4% +$16.6K 0.35% 34
2022
Q1 		$522K Buy
1,693
+12
+0.7% +$3.61K 0.66% 24
2021
Q4 		$565K Buy
+1,681
New +$545K 0.55% 20

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

Vance Wealth's MSFT Position: Q2 2026 in Review

Vance Wealth increased its Microsoft (MSFT) stake by 42% in Q2 2026, buying an estimated $956K and bringing the position to 8,011 shares worth $2.99M. The position accounts for 0.67% of the portfolio, ranked #34.

Vance Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vance Wealth held 8,011 shares of Microsoft worth $2.99M as of Q2 2026.
  • Vance Wealth bought 2,364 Microsoft shares in Q2 2026, an estimated $956K.
  • Microsoft made up 0.67% of Vance Wealth's portfolio in Q2 2026, its #34 holding.
  • Vance Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.