Vontobel Holding
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Vontobel Holding’s Microsoft MSFT Stock Holding History

Vontobel Holding’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 		$719M Sell
1,927,745
-1,252,220
-39% -$507M 2.29% 4
2026
Q1 		$1.18B Buy
3,179,965
+108,956
+4% +$45.6M 4.05% 1
2025
Q4 		$1.49B Sell
3,071,009
-495,587
-14% -$248M 4.68% 1
2025
Q3 		$1.85B Sell
3,566,596
-113,828
-3% -$58.1M 5.58% 1
2025
Q2 		$1.83B Sell
3,680,424
-26,209
-0.7% -$11.4M 5.83% 1
2025
Q1 		$1.39B Sell
3,706,633
-420,344
-10% -$171M 5.07% 1
2024
Q4 		$1.74B Sell
4,126,977
-323,839
-7% -$138M 5.95% 1
2024
Q3 		$1.92B Sell
4,450,816
-96,965
-2% -$41.4M 6.18% 1
2024
Q2 		$2.03B Buy
4,547,781
+3,148,031
+225% +$1.33B 6.6% 1
2024
Q1 		$589M Sell
1,399,750
-76,154
-5% -$30.8M 4.71% 1
2023
Q4 		$555M Buy
1,475,904
+137,668
+10% +$49M 4.65% 1
2023
Q3 		$423M Buy
1,338,236
+40,296
+3% +$13.3M 3.9% 1
2023
Q2 		$442M Sell
1,297,940
-15,283
-1% -$4.79M 3.88% 1
2023
Q1 		$379M Sell
1,313,223
-159,762
-11% -$40.8M 3.52% 2
2022
Q4 		$345M Buy
1,472,985
+47,659
+3% +$11.4M 3.49% 2
2022
Q3 		$332M Sell
1,425,326
-41,687
-3% -$11M 3.88% 2
2022
Q2 		$382M Sell
1,467,013
-410,337
-22% -$111M 4.13% 3
2022
Q1 		$589M Buy
1,877,350
+417,981
+29% +$126M 5.09% 2
2021
Q4 		$495M Sell
1,459,369
-75,574
-5% -$24.5M 4.12% 2
2021
Q3 		$433M Buy
1,534,943
+259,271
+20% +$75.4M 3.82% 3
2021
Q2 		$346M Buy
1,275,672
+33,645
+3% +$8.55M 2.99% 4
2021
Q1 		$293M Sell
1,242,027
-44,146
-3% -$10.2M 2.17% 5
2020
Q4 		$312M Buy
+1,286,173
New +$277M 2.04% 6

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

Vontobel Holding's MSFT Position: Q2 2026 in Review

Vontobel Holding reduced its Microsoft (MSFT) stake by 39% in Q2 2026, selling an estimated $507M and leaving 1,927,745 shares worth $719M. The position accounts for 2.29% of the portfolio, ranked #4.

Vontobel Holding first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03B in Q2 2024. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vontobel Holding held 1,927,745 shares of Microsoft worth $719M as of Q2 2026.
  • Vontobel Holding sold 1,252,220 Microsoft shares in Q2 2026, an estimated $507M.
  • Microsoft made up 2.29% of Vontobel Holding's portfolio in Q2 2026, its #4 holding.
  • Vontobel Holding first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Microsoft position peaked at $2.03B in Q2 2024.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.