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Vestment Financial’s Microsoft MSFT Stock Holding History

Vestment 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 		– Sell
-509
Closed -$213K – 42
2026
Q1 		$213K Hold
509
– – 0.1% 42
2025
Q4 		$244K Hold
509
– – 0.13% 40
2025
Q3 		$263K Hold
509
– – 0.15% 38
2025
Q2 		$249K Sell
509
-50
-9% -$21.7K 0.16% 37
2025
Q1 		$213K Sell
559
-62
-10% -$25.3K 0.15% 38
2024
Q4 		$264K Buy
+621
New +$265K 0.2% 32

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vestment Financial's MSFT Position: Q2 2026 in Review

Vestment Financial sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 509 shares — an estimated $213K sold.

Vestment Financial first reported a position in MSFT in Q4 2024 and held it in 6 quarters. The position peaked at $264K in Q4 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vestment Financial reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Vestment Financial sold 509 Microsoft shares in Q2 2026, an estimated $213K.
  • Vestment Financial first reported a position in Microsoft in Q4 2024 and held it in 6 quarters.
  • Vestment Financial's Microsoft position peaked at $264K in Q4 2024.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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