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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
Q1 		$37K Buy
+100
New +$41.8K ﹤0.01% 637
2025
Q4 		– Sell
-400
Closed -$207K – 691
2025
Q3 		$207K Hold
400
– – 0.01% 584
2025
Q2 		$199K Buy
+400
New +$174K 0.01% 569

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venture Visionary Partners's MSFT Position: Q1 2026 in Review

Venture Visionary Partners increased its Microsoft (MSFT) stake by 3.6% in Q1 2026, buying an estimated $3.29M and bringing the position to 224,849 shares worth $83.2M. The position accounts for 2.77% of the portfolio, ranked #2.

Venture Visionary Partners first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $111M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Venture Visionary Partners held 224,849 shares of Microsoft worth $83.2M as of Q1 2026.
  • Venture Visionary Partners bought 7,874 Microsoft shares in Q1 2026, an estimated $3.29M.
  • Microsoft made up 2.77% of Venture Visionary Partners's portfolio in Q1 2026, its #2 holding.
  • Venture Visionary Partners first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Venture Visionary Partners's Microsoft position peaked at $111M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.