Victory Financial Group’s Microsoft MSFT Stock Holding History

Victory Financial Group’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	$7.02M	Buy	18,818 +491	+3%	+$199K	0.74%	20
2026 Q1	$6.78M	Sell	18,327 -1,112	-6%	-$465K	0.83%	19
2025 Q4	$9.4M	Buy	19,439 +4,838	+33%	+$2.42M	1.18%	18
2025 Q3	$7.56M	Buy	14,601 +1,455	+11%	+$742K	1.04%	19
2025 Q2	$6.54M	Buy	13,146 +2,218	+20%	+$963K	1.04%	19
2025 Q1	$4.11M	Buy	10,928 +2,090	+24%	+$852K	0.79%	24
2024 Q4	$3.73M	Buy	+8,838	New	+$3.76M	0.98%	20
2024 Q2	$2.12M	Sell	4,754 -299	-6%	-$126K	0.99%	19
2024 Q1	$2.13M	Sell	5,053 -204	-4%	-$82.6K	1.26%	17
2023 Q4	$1.98M	Buy	+5,257	New	+$1.87M	1.34%	19

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Financial Group's MSFT Position: Q2 2026 in Review

Victory Financial Group increased its Microsoft (MSFT) stake by 2.7% in Q2 2026, buying an estimated $199K and bringing the position to 18,818 shares worth $7.02M. The position accounts for 0.74% of the portfolio, ranked #20.

Victory Financial Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.4M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Victory Financial Group held 18,818 shares of Microsoft worth $7.02M as of Q2 2026.
Victory Financial Group bought 491 Microsoft shares in Q2 2026, an estimated $199K.
Microsoft made up 0.74% of Victory Financial Group's portfolio in Q2 2026, its #20 holding.
Victory Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's Microsoft position peaked at $9.4M in Q4 2025.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.