Vision Retirement’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.27M Sell
11,444
-250
-2% -$101K 1.03% 24
2026
Q1
$4.33M Sell
11,694
-10
-0.1% -$4.18K 1.23% 17
2025
Q4
$5.66M Buy
+11,704
New +$5.87M 1.52% 18

Other funds holding MSFT

Vision Retirement's MSFT Position: Q2 2026 in Review

Vision Retirement reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $101K and leaving 11,444 shares worth $4.27M. The position accounts for 1.03% of the portfolio, ranked #24.

Vision Retirement first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.66M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vision Retirement held 11,444 shares of Microsoft worth $4.27M as of Q2 2026.
  • Vision Retirement sold 250 Microsoft shares in Q2 2026, an estimated $101K.
  • Microsoft made up 1.03% of Vision Retirement's portfolio in Q2 2026, its #24 holding.
  • Vision Retirement first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Microsoft position peaked at $5.66M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.