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Visionary Wealth Advisors’s Microsoft MSFT Stock Holding History

Visionary Wealth 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
Q1 		$43.2M Buy
116,754
+5,134
+5% +$2.15M 1.91% 6
2025
Q4 		$54M Buy
111,620
+424
+0.4% +$212K 2.43% 3
2025
Q3 		$57.6M Buy
111,196
+20
+0% +$10.2K 2.69% 3
2025
Q2 		$55.3M Buy
111,176
+16,419
+17% +$7.13M 2.82% 4
2025
Q1 		$35.6M Sell
94,757
-5,731
-6% -$2.34M 2.14% 5
2024
Q4 		$42.4M Buy
100,488
+6,254
+7% +$2.66M 2.48% 5
2024
Q3 		$40.5M Buy
94,234
+809
+0.9% +$346K 2.47% 4
2024
Q2 		$41.8M Buy
93,425
+7,218
+8% +$3.05M 2.73% 3
2024
Q1 		$36.3M Sell
86,207
-4,945
-5% -$2M 2.45% 3
2023
Q4 		$34.3M Buy
91,152
+571
+0.6% +$203K 2.52% 4
2023
Q3 		$28.6M Sell
90,581
-1,466
-2% -$484K 2.32% 5
2023
Q2 		$31.3M Sell
92,047
-4,842
-5% -$1.52M 2.51% 5
2023
Q1 		$27.9M Buy
96,889
+433
+0.4% +$110K 2.37% 4
2022
Q4 		$23.1M Sell
96,456
-76
-0.1% -$18.2K 2.14% 8
2022
Q3 		$22.5M Sell
96,532
-2,662
-3% -$703K 2.34% 7
2022
Q2 		$25.5M Buy
99,194
+1,554
+2% +$422K 2.29% 7
2022
Q1 		$30.1M Buy
97,640
+3,902
+4% +$1.17M 2.42% 6
2021
Q4 		$31.5M Sell
93,738
-1,382
-1% -$448K 2.59% 6
2021
Q3 		$26.8M Sell
95,120
-2,536
-3% -$738K 2.76% 5
2021
Q2 		$26.5M Buy
97,656
+3,453
+4% +$878K 2.66% 5
2021
Q1 		$22.2M Sell
94,203
-1,288
-1% -$299K 2.34% 7
2020
Q4 		$21.2M Sell
95,491
-1,685
-2% -$362K 2.38% 7
2020
Q3 		$20.4M Sell
97,176
-2,241
-2% -$471K 2.88% 5
2020
Q2 		$20.2M Sell
99,417
-1,536
-2% -$279K 3.08% 4
2020
Q1 		$15.9M Sell
100,953
-8,334
-8% -$1.37M 3% 6
2019
Q4 		$17.2M Buy
+109,287
New +$16.1M 3.08% 4

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Visionary Wealth Advisors's MSFT Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Microsoft (MSFT) stake by 4.6% in Q1 2026, buying an estimated $2.15M and bringing the position to 116,754 shares worth $43.2M. The position accounts for 1.91% of the portfolio, ranked #6.

Visionary Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $57.6M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Visionary Wealth Advisors held 116,754 shares of Microsoft worth $43.2M as of Q1 2026.
  • Visionary Wealth Advisors bought 5,134 Microsoft shares in Q1 2026, an estimated $2.15M.
  • Microsoft made up 1.91% of Visionary Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Visionary Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Microsoft position peaked at $57.6M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.