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Virginia Wealth Management Group’s Microsoft MSFT Stock Holding History

Virginia Wealth Management 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 		$4.77M Buy
12,797
+193
+2% +$78.1K 2.38% 23
2026
Q1 		$4.67M Buy
12,604
+1,093
+9% +$457K 2.5% 18
2025
Q4 		$5.57M Buy
11,511
+21
+0.2% +$10.5K 3.25% 6
2025
Q3 		$5.95M Sell
11,490
-43
-0.4% -$21.9K 3.43% 3
2025
Q2 		$5.74M Buy
11,533
+72
+0.6% +$31.3K 3.49% 4
2025
Q1 		$4.3M Sell
11,461
-1,610
-12% -$656K 2.66% 16
2024
Q4 		$5.51M Buy
13,071
+57
+0.4% +$24.3K 3.41% 4
2024
Q3 		$5.6M Buy
13,014
+1,954
+18% +$835K 3.51% 2
2024
Q2 		$4.94M Sell
11,060
-38
-0.3% -$16K 4.06% 3
2024
Q1 		$4.67M Sell
11,098
-658
-6% -$266K 3.81% 2
2023
Q4 		$4.42M Sell
11,756
-7,590
-39% -$2.7M 3.86% 2
2023
Q3 		$6.11M Buy
19,346
+285
+1% +$94.2K 4.13% 2
2023
Q2 		$6.49M Sell
19,061
-932
-5% -$292K 4.45% 1
2023
Q1 		$5.76M Buy
19,993
+482
+2% +$123K 3.95% 1
2022
Q4 		$4.68M Buy
19,511
+310
+2% +$74.4K 3.24% 3
2022
Q3 		$4.47M Buy
19,201
+7,401
+63% +$1.95M 3.34% 2
2022
Q2 		$3.03M Sell
11,800
-876
-7% -$238K 2.91% 3
2022
Q1 		$3.83M Buy
12,676
+37
+0.3% +$11.1K 3.43% 2
2021
Q4 		$4.25M Buy
+12,639
New +$4.1M 3.83% 2

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Virginia Wealth Management Group's MSFT Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $78.1K and bringing the position to 12,797 shares worth $4.77M. The position accounts for 2.38% of the portfolio, ranked #23.

Virginia Wealth Management Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.49M in Q2 2023. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Virginia Wealth Management Group held 12,797 shares of Microsoft worth $4.77M as of Q2 2026.
  • Virginia Wealth Management Group bought 193 Microsoft shares in Q2 2026, an estimated $78.1K.
  • Microsoft made up 2.38% of Virginia Wealth Management Group's portfolio in Q2 2026, its #23 holding.
  • Virginia Wealth Management Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's Microsoft position peaked at $6.49M in Q2 2023.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.