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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
Q2 		$37.4M Sell
100,377
-3,483
-3% -$1.41M 1.09% 14
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 $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

VestGen Advisors's MSFT Position: Q2 2026 in Review

VestGen Advisors reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $1.41M and leaving 100,377 shares worth $37.4M. The position accounts for 1.09% of the portfolio, ranked #14.

VestGen Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.5M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • VestGen Advisors held 100,377 shares of Microsoft worth $37.4M as of Q2 2026.
  • VestGen Advisors sold 3,483 Microsoft shares in Q2 2026, an estimated $1.41M.
  • Microsoft made up 1.09% of VestGen Advisors's portfolio in Q2 2026, its #14 holding.
  • VestGen Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Microsoft position peaked at $57.5M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.