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Vivid Wealth Management’s Microsoft MSFT Stock Holding History

Vivid Wealth Management’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 		$2.55M Buy
6,845
+296
+5% +$120K 0.9% 50
2026
Q1 		$2.42M Buy
6,549
+175
+3% +$73.2K 0.98% 41
2025
Q4 		$3.08M Buy
6,374
+169
+3% +$84.7K 1.2% 23
2025
Q3 		$3.21M Sell
6,205
-616
-9% -$314K 1.28% 16
2025
Q2 		$3.39M Sell
6,821
-102
-1% -$44.3K 1.49% 15
2025
Q1 		$2.6M Sell
6,923
-297
-4% -$121K 1.3% 23
2024
Q4 		$3.04M Buy
7,220
+234
+3% +$99.7K 1.54% 18
2024
Q3 		$3.01M Sell
6,986
-316
-4% -$135K 1.57% 16
2024
Q2 		$3.26M Sell
7,302
-4,468
-38% -$1.89M 1.83% 14
2024
Q1 		$4.95M Buy
11,770
+54
+0.5% +$21.9K 3.1% 8
2023
Q4 		$4.41M Buy
+11,716
New +$4.17M 2.99% 8

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

Vivid Wealth Management's MSFT Position: Q2 2026 in Review

Vivid Wealth Management increased its Microsoft (MSFT) stake by 4.5% in Q2 2026, buying an estimated $120K and bringing the position to 6,845 shares worth $2.55M. The position accounts for 0.9% of the portfolio, ranked #50.

Vivid Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q1 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vivid Wealth Management held 6,845 shares of Microsoft worth $2.55M as of Q2 2026.
  • Vivid Wealth Management bought 296 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.9% of Vivid Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Vivid Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Vivid Wealth Management's Microsoft position peaked at $4.95M in Q1 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.