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Vest Financial’s Microsoft MSFT Stock Holding History

Vest Financial’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 		$130M Buy
347,843
+49,178
+16% +$19.9M 1.36% 7
2026
Q1 		$111M Buy
298,665
+50,266
+20% +$21M 1.33% 3
2025
Q4 		$120M Buy
248,399
+35,565
+17% +$17.8M 1.52% 3
2025
Q3 		$110M Buy
212,834
+30,084
+16% +$15.3M 1.44% 3
2025
Q2 		$90.9M Buy
182,750
+25,516
+16% +$11.1M 1.29% 3
2025
Q1 		$59M Buy
157,234
+44,283
+39% +$18.1M 0.92% 31
2024
Q4 		$47.6M Buy
112,951
+19,137
+20% +$8.15M 0.84% 64
2024
Q3 		$40.4M Buy
93,814
+29,614
+46% +$12.7M 0.78% 67
2024
Q2 		$28.7M Buy
64,200
+9,308
+17% +$3.93M 0.69% 67
2024
Q1 		$23.1M Buy
54,892
+19,361
+54% +$7.84M 0.61% 68
2023
Q4 		$13.4M Buy
35,531
+7,191
+25% +$2.56M 0.5% 79
2023
Q3 		$8.95M Buy
28,340
+13,083
+86% +$4.32M 0.49% 88
2023
Q2 		$5.2M Buy
15,257
+10,425
+216% +$3.27M 0.48% 95
2023
Q1 		$1.39M Buy
4,832
+3,283
+212% +$837K 0.19% 99
2022
Q4 		$371K Buy
+1,549
New +$372K 0.06% 101

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

Vest Financial's MSFT Position: Q2 2026 in Review

Vest Financial increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $19.9M and bringing the position to 347,843 shares worth $130M. The position accounts for 1.36% of the portfolio, ranked #7.

Vest Financial first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vest Financial held 347,843 shares of Microsoft worth $130M as of Q2 2026.
  • Vest Financial bought 49,178 Microsoft shares in Q2 2026, an estimated $19.9M.
  • Microsoft made up 1.36% of Vest Financial's portfolio in Q2 2026, its #7 holding.
  • Vest Financial first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.