Vista Finance
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Vista Finance’s Microsoft MSFT Stock Holding History

Vista Finance’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
Q3 		$512K Sell
998
-45
-4% -$20.8K 0.27% 26
2026
Q2 		$389K Buy
1,043
+46
+5% +$18.6K 0.22% 28
2026
Q1 		$369K Sell
997
-21
-2% -$8.79K 0.29% 24
2025
Q4 		$492K Buy
1,018
+22
+2% +$11K 0.33% 23
2025
Q3 		$516K Buy
996
+1
+0.1% +$510 0.34% 19
2025
Q2 		$495K Sell
995
-22
-2% -$9.6K 0.43% 21
2025
Q1 		$382K Buy
1,017
+1
+0.1% +$408 0.33% 25
2024
Q4 		$428K Sell
1,016
-6
-0.6% -$2.56K 0.44% 23
2024
Q3 		$440K Buy
1,022
+2
+0.2% +$855 0.6% 21
2024
Q2 		$456K Buy
1,020
+185
+22% +$78.1K 0.7% 19
2024
Q1 		$351K Buy
835
+217
+35% +$87.8K 0.87% 21
2023
Q4 		$233K Buy
+618
New +$220K 0.49% 19
2023
Q3 		– Sell
-682
Closed -$232K – 28
2023
Q2 		$232K Buy
+682
New +$214K 0.36% 22
2022
Q4 		– Sell
-1,062
Closed -$247K – 26
2022
Q3 		$247K Sell
1,062
-399
-27% -$105K 0.3% 25
2022
Q2 		$375K Sell
1,461
-172
-11% -$46.7K 0.49% 26
2022
Q1 		$504K Sell
1,633
-2,822
-63% -$849K 0.75% 36
2021
Q4 		$1.5M Buy
+4,455
New +$1.44M 1.55% 18

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vista Finance's MSFT Position: Q3 2026 in Review

Vista Finance reduced its Microsoft (MSFT) stake by 4.3% in Q3 2026, selling an estimated $20.8K and leaving 998 shares worth $512K. The position accounts for 0.27% of the portfolio, ranked #26.

Vista Finance first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2021. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Vista Finance held 998 shares of Microsoft worth $512K as of Q3 2026.
  • Vista Finance sold 45 Microsoft shares in Q3 2026, an estimated $20.8K.
  • Microsoft made up 0.27% of Vista Finance's portfolio in Q3 2026, its #26 holding.
  • Vista Finance first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
  • Vista Finance's Microsoft position peaked at $1.5M in Q4 2021.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.