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Virginia Estate & Retirement Planning Advisors’s Microsoft MSFT Stock Holding History

Virginia Estate & Retirement Planning 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 		$255K Hold
684
– – 0.31% 20
2026
Q1 		$253K Buy
+684
New +$286K 0.44% 10

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

Virginia Estate & Retirement Planning Advisors's MSFT Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 684 shares worth $255K. The position accounts for 0.31% of the portfolio, ranked #20.

Virginia Estate & Retirement Planning Advisors first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 684 shares of Microsoft worth $255K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.31% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #20 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • 6,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.