Vanguard Personalized Indexing Management’s Microsoft MSFT Stock Holding History

Vanguard Personalized Indexing 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	$413M	Buy	1,106,284 +4,712	+0.4%	+$1.91M	3.38%	4
2026 Q1	$408M	Sell	1,101,572 -36,697	-3%	-$15.4M	4%	3
2025 Q4	$550M	Buy	1,138,269 +17,244	+2%	+$8.64M	5.37%	3
2025 Q3	$581M	Buy	1,121,025 +26,328	+2%	+$13.4M	5.95%	2
2025 Q2	$545M	Buy	1,094,697 +209,635	+24%	+$91M	6.15%	2
2025 Q1	$332M	Buy	885,062 +9,183	+1%	+$3.74M	4.9%	2
2024 Q4	$369M	Buy	875,879 +42,363	+5%	+$18M	5.58%	3
2024 Q3	$359M	Buy	833,516 +60,411	+8%	+$25.8M	5.78%	2
2024 Q2	$343M	Buy	773,105 +75,914	+11%	+$32.1M	6.54%	1
2024 Q1	$293M	Buy	697,191 +61,314	+10%	+$24.8M	6.3%	1
2023 Q4	$239M	Buy	635,877 +34,194	+6%	+$12.2M	6.14%	2
2023 Q3	$190M	Buy	601,683 +48,542	+9%	+$16M	5.68%	2
2023 Q2	$188M	Buy	553,141 +47,658	+9%	+$14.9M	5.77%	2
2023 Q1	$146M	Buy	505,483 +21,402	+4%	+$5.46M	5.06%	2
2022 Q4	$116M	Buy	484,081 +44,204	+10%	+$10.6M	4.79%	2
2022 Q3	$102M	Buy	439,877 +15,986	+4%	+$4.22M	4.63%	2
2022 Q2	$109M	Buy	423,891 +102,964	+32%	+$27.9M	5.04%	2
2022 Q1	$98.9M	Buy	320,927 +74,752	+30%	+$22.5M	4.79%	2
2021 Q4	$82.8M	Buy	246,175 +73,451	+43%	+$23.8M	4.88%	2
2021 Q3	$48.7M	Buy	172,724 +27,878	+19%	+$8.11M	4.38%	2
2021 Q2	$39.2M	Buy	144,846 +26,756	+23%	+$6.8M	4.11%	2
2021 Q1	$27.8M	Buy	118,090 +35,891	+44%	+$8.33M	4.21%	2
2020 Q4	$18.3M	Buy	82,199 +4,736	+6%	+$1.02M	3.98%	2
2020 Q3	$16.3M	Buy	77,463 +15,979	+26%	+$3.36M	4.57%	2
2020 Q2	$12.5M	Buy	61,484 +13,534	+28%	+$2.46M	5.68%	1
2020 Q1	$7.56M	Buy	+47,950	New	+$7.89M	4.41%	1

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

Vanguard Personalized Indexing Management's MSFT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Microsoft (MSFT) stake by 0.43% in Q2 2026, buying an estimated $1.91M and bringing the position to 1,106,284 shares worth $413M. The position accounts for 3.38% of the portfolio, ranked #4.

Vanguard Personalized Indexing Management first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $581M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Vanguard Personalized Indexing Management held 1,106,284 shares of Microsoft worth $413M as of Q2 2026.
Vanguard Personalized Indexing Management bought 4,712 Microsoft shares in Q2 2026, an estimated $1.91M.
Microsoft made up 3.38% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #4 holding.
Vanguard Personalized Indexing Management first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
Vanguard Personalized Indexing Management's Microsoft position peaked at $581M in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.