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Vantage Financial Partners (Wisconsin)’s Microsoft MSFT Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$4.07M Sell
8,411
-200
-2% -$100K 0.83% 24
2025
Q3 		$4.46M Buy
8,611
+54
+0.6% +$27.5K 0.94% 21
2025
Q2 		$4.26M Sell
8,557
-380
-4% -$165K 0.98% 21
2025
Q1 		$3.35M Buy
8,937
+1,887
+27% +$769K 0.83% 24
2024
Q4 		$2.97M Sell
7,050
-109
-2% -$46.4K 0.74% 22
2024
Q3 		$3.08M Buy
7,159
+4,738
+196% +$2.03M 0.76% 16
2024
Q2 		$1.08M Buy
2,421
+51
+2% +$21.5K 0.28% 44
2024
Q1 		$997K Buy
2,370
+481
+25% +$195K 0.27% 48
2023
Q4 		$710K Buy
1,889
+319
+20% +$114K 0.21% 51
2023
Q3 		$496K Buy
1,570
+103
+7% +$34K 0.19% 37
2023
Q2 		$500K Buy
1,467
+2
+0.1% +$627 0.19% 36
2023
Q1 		$422K Buy
1,465
+31
+2% +$7.91K 0.17% 51
2022
Q4 		$344K Sell
1,434
-140
-9% -$33.6K 0.2% 39
2022
Q3 		$367K Sell
1,574
-12
-0.8% -$3.17K 0.25% 32
2022
Q2 		$407K Buy
1,586
+29
+2% +$7.87K 0.24% 29
2022
Q1 		$480K Buy
1,557
+314
+25% +$94.5K 0.25% 31
2021
Q4 		$418K Buy
+1,243
New +$403K 0.16% 33

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vantage Financial Partners (Wisconsin)'s MSFT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Microsoft (MSFT) stake by 2.3% in Q4 2025, selling an estimated $100K and leaving 8,411 shares worth $4.07M. The position accounts for 0.83% of the portfolio, ranked #24.

Vantage Financial Partners (Wisconsin) first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.46M in Q3 2025. 6,314 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 8,411 shares of Microsoft worth $4.07M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 200 Microsoft shares in Q4 2025, an estimated $100K.
  • Microsoft made up 0.83% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #24 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Microsoft position peaked at $4.46M in Q3 2025.
  • 6,314 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.