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Vestmark Advisory Solutions, Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on MSFT, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 318,424 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,424 shares
    Change vs previous 13F +2,707 shares

    1.12% of the 13F portfolio, value $118,778,298.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 315,717 shares
    Change vs previous 13F +60,569 shares

    1.3% of the 13F portfolio, value $116,869,943.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 255,148 shares
    Change vs previous 13F +130,958 shares

    1.67% of the 13F portfolio, value $123,394,378.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124,190 shares
    Change vs previous 13F +23,382 shares

    1.23% of the 13F portfolio, value $64,324,175.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,808 shares
    Change vs previous 13F +8,523 shares

    0.72% of the 13F portfolio, value $50,142,213.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 92,285 shares
    Change vs previous 13F +44,881 shares

    0.89% of the 13F portfolio, value $34,643,024.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,404 shares
    Change vs previous 13F +6,806 shares

    0.69% of the 13F portfolio, value $19,980,825.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,598 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $17,469,359.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).