Vantus Wealth’s Microsoft MSFT Stock Holding History

Vantus 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	$4.28M	Buy	+11,479	New	+$4.64M	2.3%	4
2025 Q4	$3.96M	Buy	+8,180	New	+$4.1M	2.91%	2

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

Vantus Wealth's MSFT Position: Q2 2026 in Review

Vantus Wealth opened a new position in Microsoft (MSFT) in Q2 2026: 11,479 shares worth $4.28M. The stake represents 2.3% of the portfolio and ranks #4 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in MSFT as recently as Q4 2025.

Vantus Wealth first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Vantus Wealth held 11,479 shares of Microsoft worth $4.28M as of Q2 2026.
Microsoft was a new Vantus Wealth position in Q2 2026.
Microsoft made up 2.3% of Vantus Wealth's portfolio in Q2 2026, its #4 holding.
Vantus Wealth first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.