VCI Wealth Management’s Microsoft MSFT Stock Holding History

VCI Wealth 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	$13.6M	Buy	36,329 +1,697	+5%	+$687K	3.4%	7
2026 Q1	$12.8M	Sell	34,632 -2,058	-6%	-$861K	3.55%	6
2025 Q4	$17.7M	Buy	36,690 +5,313	+17%	+$2.66M	4.93%	3
2025 Q3	$16.3M	Buy	31,377 +3,115	+11%	+$1.59M	4.93%	2
2025 Q2	$14.1M	Buy	28,262 +1,250	+5%	+$543K	4.92%	2
2025 Q1	$10.1M	Sell	27,012 -1,048	-4%	-$427K	4.25%	5
2024 Q4	$11.8M	Sell	28,060 -612	-2%	-$261K	5.02%	2
2024 Q3	$12.3M	Buy	28,672 +13,889	+94%	+$5.94M	5.49%	2
2024 Q2	$6.61M	Buy	14,783 +7,391	+100%	+$3.12M	3.27%	7
2024 Q1	$3.11M	Buy	7,392 +1,585	+27%	+$642K	2.1%	13
2023 Q4	$2.18M	Buy	+5,807	New	+$2.07M	1.33%	21

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

VCI Wealth Management's MSFT Position: Q2 2026 in Review

VCI Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $687K and bringing the position to 36,329 shares worth $13.6M. The position accounts for 3.4% of the portfolio, ranked #7.

VCI Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

VCI Wealth Management held 36,329 shares of Microsoft worth $13.6M as of Q2 2026.
VCI Wealth Management bought 1,697 Microsoft shares in Q2 2026, an estimated $687K.
Microsoft made up 3.4% of VCI Wealth Management's portfolio in Q2 2026, its #7 holding.
VCI Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Microsoft position peaked at $17.7M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.