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Vista Investment Partners’s Microsoft MSFT Stock Holding History

Vista Investment Partners’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 		$4.21M Sell
11,289
-152
-1% -$61.5K 1.06% 38
2026
Q1 		$4.24M Buy
11,441
+42
+0.4% +$17.6K 1.12% 34
2025
Q4 		$5.51M Buy
11,399
+3
+0% +$1.5K 1.44% 20
2025
Q3 		$5.9M Sell
11,396
-43
-0.4% -$21.9K 1.65% 17
2025
Q2 		$5.69M Sell
11,439
-1,090
-9% -$473K 1.64% 17
2025
Q1 		$4.7M Sell
12,529
-1,580
-11% -$644K 1.43% 19
2024
Q4 		$5.95M Sell
14,109
-118
-0.8% -$50.3K 1.86% 9
2024
Q3 		$6.12M Sell
14,227
-960
-6% -$410K 1.96% 9
2024
Q2 		$6.79M Sell
15,187
-591
-4% -$250K 2.26% 9
2024
Q1 		$6.64M Buy
15,778
+425
+3% +$172K 2.26% 9
2023
Q4 		$5.77M Buy
+15,353
New +$5.46M 2.12% 10

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Vista Investment Partners's MSFT Position: Q2 2026 in Review

Vista Investment Partners reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $61.5K and leaving 11,289 shares worth $4.21M. The position accounts for 1.06% of the portfolio, ranked #38.

Vista Investment Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.79M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vista Investment Partners held 11,289 shares of Microsoft worth $4.21M as of Q2 2026.
  • Vista Investment Partners sold 152 Microsoft shares in Q2 2026, an estimated $61.5K.
  • Microsoft made up 1.06% of Vista Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Vista Investment Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's Microsoft position peaked at $6.79M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.