VisionPoint Advisory Group’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 | $7.2M | Sell |
19,292
-676
| -3% | -$274K | 1.17% | 15 |
|
|
2026
Q1 | $7.39M | Buy |
19,968
+2,226
| +13% | +$931K | 1.39% | 14 |
|
|
2025
Q4 | $8.58M | Sell |
17,742
-186
| -1% | -$93.2K | 1.67% | 8 |
|
|
2025
Q3 | $9.29M | Buy |
17,928
+1,412
| +9% | +$720K | 1.85% | 8 |
|
|
2025
Q2 | $8.22M | Buy |
16,516
+7,543
| +84% | +$3.28M | 1.79% | 9 |
|
|
2025
Q1 | $3.37M | Buy |
8,973
+1,051
| +13% | +$429K | 1.15% | 20 |
|
|
2024
Q4 | $3.32M | Sell |
7,922
-373
| -4% | -$159K | 1.13% | 19 |
|
|
2024
Q3 | $3.57M | Sell |
8,295
-300
| -3% | -$128K | 1.2% | 16 |
|
|
2024
Q2 | $3.84M | Sell |
8,595
-588
| -6% | -$248K | 1.37% | 15 |
|
|
2024
Q1 | $3.86M | Sell |
9,183
-631
| -6% | -$255K | 1.39% | 14 |
|
|
2023
Q4 | $3.69M | Sell |
9,814
-2,718
| -22% | -$967K | 1.36% | 12 |
|
|
2023
Q3 | $3.96M | Sell |
12,532
-290
| -2% | -$95.8K | 1.7% | 12 |
|
|
2023
Q2 | $4.37M | Sell |
12,822
-4,224
| -25% | -$1.32M | 1.79% | 10 |
|
|
2023
Q1 | $5.21M | Sell |
17,046
-6,244
| -27% | -$1.59M | 2.3% | 9 |
|
|
2022
Q4 | $6.32M | Sell |
23,290
-3,140
| -12% | -$754K | 2.61% | 10 |
|
|
2022
Q3 | $6.16M | Buy |
26,430
+385
| +1% | +$102K | 2.96% | 9 |
|
|
2022
Q2 | $7.48M | Buy |
26,045
+1,696
| +7% | +$460K | 2.96% | 10 |
|
|
2022
Q1 | $6.22M | Sell |
24,349
-2,489
| -9% | -$749K | 2.88% | 11 |
|
|
2021
Q4 | $8.21M | Sell |
26,838
-523
| -2% | -$170K | 3.59% | 7 |
|
|
2021
Q3 | $9.2M | Buy |
27,361
+548
| +2% | +$159K | 4.1% | 3 |
|
|
2021
Q2 | $7.26M | Buy |
26,813
+4,941
| +23% | +$1.26M | 3.24% | 5 |
|
|
2021
Q1 | $5.16M | Buy |
21,872
+6,259
| +40% | +$1.45M | 2.47% | 6 |
|
|
2020
Q4 | $3.47M | Buy |
15,613
+4,485
| +40% | +$964K | 1.75% | 10 |
|
|
2020
Q3 | $2.34M | Buy |
11,128
+7,077
| +175% | +$1.49M | 1.01% | 20 |
|
|
2020
Q2 | $815K | Sell |
4,051
-17,536
| -81% | -$3.18M | 0.33% | 36 |
|
|
2020
Q1 | $3.4M | Sell |
21,587
-1,689
| -7% | -$278K | 1.59% | 9 |
|
|
2019
Q4 | $3.67M | Sell |
23,276
-912
| -4% | -$134K | 1.52% | 12 |
|
|
2019
Q3 | $3.34M | Sell |
24,188
-785
| -3% | -$108K | 0.92% | 13 |
|
|
2019
Q2 | $3.35M | Buy |
24,973
+485
| +2% | +$61.6K | 0.96% | 11 |
|
|
2019
Q1 | $2.89M | Buy |
24,488
+279
| +1% | +$30.4K | 0.81% | 19 |
|
|
2018
Q4 | $2.46M | Buy |
+24,209
| New | +$2.59M | 0.8% | 21 |
|
Other funds holding MSFT
VisionPoint Advisory Group's MSFT Position: Q2 2026 in Review
VisionPoint Advisory Group reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $274K and leaving 19,292 shares worth $7.2M. The position accounts for 1.17% of the portfolio, ranked #15.
VisionPoint Advisory Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.29M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- VisionPoint Advisory Group held 19,292 shares of Microsoft worth $7.2M as of Q2 2026.
- VisionPoint Advisory Group sold 676 Microsoft shares in Q2 2026, an estimated $274K.
- Microsoft made up 1.17% of VisionPoint Advisory Group's portfolio in Q2 2026, its #15 holding.
- VisionPoint Advisory Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- VisionPoint Advisory Group's Microsoft position peaked at $9.29M in Q3 2025.
- 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.