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Venture Visionary Partners’s Microsoft MSFT Stock Holding History

Venture Visionary Partners’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
Q3 		$129M Buy
251,167
+10,919
+5% +$5.05M 3.37% 2
2026
Q2 		$89.6M Buy
240,248
+15,399
+7% +$6.23M 2.49% 4
2026
Q1 		$83.2M Buy
224,849
+7,874
+4% +$3.29M 2.77% 2
2025
Q4 		$107M Buy
216,975
+2,961
+1% +$1.48M 3.48% 1
2025
Q3 		$111M Buy
214,014
+7,316
+4% +$3.73M 3.81% 1
2025
Q2 		$103M Sell
206,698
-14,409
-7% -$6.26M 3.86% 1
2025
Q1 		$83M Buy
221,107
+6,114
+3% +$2.49M 3.48% 1
2024
Q4 		$90.6M Buy
214,993
+5,605
+3% +$2.39M 3.84% 1
2024
Q3 		$90.1M Sell
209,388
-3,262
-2% -$1.39M 3.91% 1
2024
Q2 		$95.1M Buy
212,650
+3,001
+1% +$1.27M 4.37% 1
2024
Q1 		$88.2M Sell
209,649
-107
-0.1% -$43.3K 4.18% 1
2023
Q4 		$78.9M Buy
209,756
+3,117
+2% +$1.11M 4.16% 1
2023
Q3 		$65.2M Buy
206,639
+2,630
+1% +$869K 3.92% 1
2023
Q2 		$69.5M Sell
204,009
-4,890
-2% -$1.53M 4.09% 2
2023
Q1 		$60.2M Buy
208,899
+10,623
+5% +$2.71M 3.82% 2
2022
Q4 		$47.6M Buy
198,276
+5,007
+3% +$1.2M 3.44% 2
2022
Q3 		$45M Buy
193,269
+3,632
+2% +$959K 3.65% 3
2022
Q2 		$48.7M Buy
189,637
+3,124
+2% +$848K 3.7% 2
2022
Q1 		$57.5M Buy
186,513
+4,891
+3% +$1.47M 3.83% 2
2021
Q4 		$61.2M Buy
181,622
+2,281
+1% +$740K 3.97% 2
2021
Q3 		$50.6M Buy
179,341
+23,429
+15% +$6.82M 3.6% 2
2021
Q2 		$42.3M Sell
155,912
-18,856
-11% -$4.79M 3.39% 3
2021
Q1 		$41.2M Buy
174,768
+21,719
+14% +$5.04M 3.44% 3
2020
Q4 		$34M Buy
153,049
+104,389
+215% +$22.4M 3.74% 3
2020
Q3 		$10.3M Buy
48,660
+3,915
+9% +$822K 2.51% 10
2020
Q2 		$9.11M Buy
44,745
+1,190
+3% +$216K 2.65% 8
2020
Q1 		$6.87M Buy
43,555
+1,389
+3% +$228K 2.59% 11
2019
Q4 		$6.65M Buy
+42,166
New +$6.19M 2.02% 14

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Venture Visionary Partners's MSFT Position: Q3 2026 in Review

Venture Visionary Partners increased its Microsoft (MSFT) stake by 4.5% in Q3 2026, buying an estimated $5.05M and bringing the position to 251,167 shares worth $129M. The position accounts for 3.37% of the portfolio, ranked #2.

Venture Visionary Partners first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 723 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Venture Visionary Partners held 251,167 shares of Microsoft worth $129M as of Q3 2026.
  • Venture Visionary Partners bought 10,919 Microsoft shares in Q3 2026, an estimated $5.05M.
  • Microsoft made up 3.37% of Venture Visionary Partners's portfolio in Q3 2026, its #2 holding.
  • Venture Visionary Partners first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 723 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.