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VisionPoint Advisory Group’s Microsoft MSFT Stock Holding History

VisionPoint Advisory 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 		$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

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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. 1,139 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.
  • 1,139 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.