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Vestia Personal Wealth Advisors’s Microsoft MSFT Stock Holding History

Vestia Personal Wealth 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 		$1.11M Buy
2,962
+140
+5% +$56.6K 0.43% 36
2026
Q1 		$1.04M Sell
2,822
-91
-3% -$38.1K 0.49% 34
2025
Q4 		$1.29M Buy
2,913
+38
+1% +$19K 0.66% 29
2025
Q3 		$1.49M Buy
2,875
+298
+12% +$152K 0.86% 26
2025
Q2 		$1.28M Buy
2,577
+181
+8% +$78.6K 0.88% 24
2025
Q1 		$899K Sell
2,396
-95
-4% -$38.7K 0.71% 27
2024
Q4 		$1.05M Buy
2,491
+334
+15% +$142K 0.86% 25
2024
Q3 		$928K Buy
2,157
+116
+6% +$49.6K 0.87% 24
2024
Q2 		$912K Buy
+2,041
New +$862K 0.97% 21

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

Vestia Personal Wealth Advisors's MSFT Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Microsoft (MSFT) stake by 5% in Q2 2026, buying an estimated $56.6K and bringing the position to 2,962 shares worth $1.11M. The position accounts for 0.43% of the portfolio, ranked #36.

Vestia Personal Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vestia Personal Wealth Advisors held 2,962 shares of Microsoft worth $1.11M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 140 Microsoft shares in Q2 2026, an estimated $56.6K.
  • Microsoft made up 0.43% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Vestia Personal Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Vestia Personal Wealth Advisors's Microsoft position peaked at $1.49M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.