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
Q1 		– Sell
-131,900
Closed -$63.8M – 1386
2025
Q4 		$63.8M Buy
131,900
+93,600
+244% +$46.9M 0.2% 94
2025
Q3 		$19.8M Buy
38,300
+1,000
+3% +$510K 0.06% 203
2025
Q2 		$18.6M Buy
+37,300
New +$16.2M 0.06% 196
2021
Q1 		– Sell
-118,000
Closed -$28.6M – 1058
2020
Q4 		$28.6M Buy
+118,000
New +$25.4M 0.19% 80

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vontobel Holding's MSFT Position: Q1 2026 in Review

Vontobel Holding increased its Microsoft (MSFT) stake by 3.5% in Q1 2026, buying an estimated $45.6M and bringing the position to 3,179,965 shares worth $1.18B. The position accounts for 4.05% of the portfolio, ranked #1.

Vontobel Holding first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03B in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vontobel Holding held 3,179,965 shares of Microsoft worth $1.18B as of Q1 2026.
  • Vontobel Holding bought 108,956 Microsoft shares in Q1 2026, an estimated $45.6M.
  • Microsoft made up 4.05% of Vontobel Holding's portfolio in Q1 2026, its #1 holding.
  • Vontobel Holding first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Microsoft position peaked at $2.03B in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.