VestGen Advisors
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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
Q3 		$52.8M Buy
102,931
+2,554
+3% +$1.18M 1.63% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

VestGen Advisors's MSFT Position: Q3 2026 in Review

VestGen Advisors increased its Microsoft (MSFT) stake by 2.5% in Q3 2026, buying an estimated $1.18M and bringing the position to 102,931 shares worth $52.8M. The position accounts for 1.63% of the portfolio, ranked #9.

VestGen Advisors first reported a position in MSFT in Q1 2025 and has held it in 7 quarters since. The position peaked at $57.5M in Q3 2025. 3,922 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • VestGen Advisors held 102,931 shares of Microsoft worth $52.8M as of Q3 2026.
  • VestGen Advisors bought 2,554 Microsoft shares in Q3 2026, an estimated $1.18M.
  • Microsoft made up 1.63% of VestGen Advisors's portfolio in Q3 2026, its #9 holding.
  • VestGen Advisors first reported a position in Microsoft in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Microsoft position peaked at $57.5M in Q3 2025.
  • 3,922 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.