VA
MSFT icon

VestGen Advisors’s Microsoft MSFT Stock Holding History

VestGen Advisors’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 		$42.4M Buy
103,860
+13,080
+14% +$5.47M 1.13% 14
2025
Q4 		$43.9M Sell
90,780
-20,177
-18% -$10.1M 1.87% 6
2025
Q3 		$57.5M Buy
110,957
+19,849
+22% +$10.1M 1.91% 7
2025
Q2 		$46.5M Buy
91,108
+792
+0.9% +$344K 1.85% 7
2025
Q1 		$33.9M Buy
+90,316
New +$36.8M 1.54% 9

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

VestGen Advisors's MSFT Position: Q1 2026 in Review

VestGen Advisors increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $5.47M and bringing the position to 103,860 shares worth $42.4M. The position accounts for 1.13% of the portfolio, ranked #14.

VestGen Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $57.5M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • VestGen Advisors held 103,860 shares of Microsoft worth $42.4M as of Q1 2026.
  • VestGen Advisors bought 13,080 Microsoft shares in Q1 2026, an estimated $5.47M.
  • Microsoft made up 1.13% of VestGen Advisors's portfolio in Q1 2026, its #14 holding.
  • VestGen Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Microsoft position peaked at $57.5M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.