VVP
MSFT icon

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
Q2 		$37.3K Hold
100
– – ﹤0.01% 708
2026
Q1 		$37K Buy
+100
New +$41.8K ﹤0.01% 636
2025
Q3 		– Sell
-400
Closed -$199K – 664
2025
Q2 		$199K Buy
+400
New +$174K 0.01% 568
2023
Q4 		– Sell
-1,000
Closed -$316K – 551
2023
Q3 		$316K Buy
+1,000
New +$330K 0.02% 407

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Venture Visionary Partners's MSFT Position: Q2 2026 in Review

Venture Visionary Partners increased its Microsoft (MSFT) stake by 6.8% in Q2 2026, buying an estimated $6.23M and bringing the position to 240,248 shares worth $89.6M. The position accounts for 2.49% of the portfolio, ranked #4.

Venture Visionary Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $111M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Venture Visionary Partners held 240,248 shares of Microsoft worth $89.6M as of Q2 2026.
  • Venture Visionary Partners bought 15,399 Microsoft shares in Q2 2026, an estimated $6.23M.
  • Microsoft made up 2.49% of Venture Visionary Partners's portfolio in Q2 2026, its #4 holding.
  • Venture Visionary Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's Microsoft position peaked at $111M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.