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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 		– Hold
0
– -$3.63M – 647
2025
Q4 		– Hold
0
– – – 141

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

Visionary Wealth Advisors's MSFT Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Microsoft (MSFT) stake by 0.79% in Q2 2026, buying an estimated $374K and bringing the position to 117,678 shares worth $43.9M. The position accounts for 1.73% of the portfolio, ranked #8.

Visionary Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $57.6M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Visionary Wealth Advisors held 117,678 shares of Microsoft worth $43.9M as of Q2 2026.
  • Visionary Wealth Advisors bought 924 Microsoft shares in Q2 2026, an estimated $374K.
  • Microsoft made up 1.73% of Visionary Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Visionary Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Microsoft position peaked at $57.6M in Q3 2025.
  • 6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.