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Aaron Cowen’s Microsoft MSFT Stock Holding History

Aaron Cowen’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 		$1.85M Hold
4,970
– – 0.03% 75
2026
Q1 		$1.84M Sell
4,970
-154,725
-97% -$64.7M 0.05% 71
2025
Q4 		$77.2M Buy
159,695
+50,240
+46% +$25.2M 1.58% 26
2025
Q3 		$56.7M Buy
109,455
+10,627
+11% +$5.42M 1.45% 26
2025
Q2 		$49.2M Sell
98,828
-81,297
-45% -$35.3M 1.48% 25
2025
Q1 		$67.6M Buy
180,125
+61,728
+52% +$25.2M 2.51% 11
2024
Q4 		$49.9M Buy
118,397
+21,871
+23% +$9.32M 1.7% 17
2024
Q3 		$41.5M Sell
96,526
-7,507
-7% -$3.21M 1.33% 28
2024
Q2 		$46.5M Buy
104,033
+24,716
+31% +$10.4M 1.71% 19
2024
Q1 		$33.4M Sell
79,317
-82,607
-51% -$33.4M 1.24% 28
2023
Q4 		$60.9M Sell
161,924
-56,246
-26% -$20M 2.75% 10
2023
Q3 		$68.9M Buy
+218,170
New +$72.1M 3.72% 10
2022
Q4 		– Sell
-382,380
Closed -$89.1M – 101
2022
Q3 		$89.1M Buy
382,380
+132,223
+53% +$34.9M 3.7% 4
2022
Q2 		$64.2M Sell
250,157
-345,590
-58% -$93.8M 2.44% 15
2022
Q1 		$184M Sell
595,747
-269,253
-31% -$81M 5.61% 1
2021
Q4 		$291M Buy
+865,000
New +$280M 5.63% 2
2018
Q4 		– Sell
-4,016,740
Closed -$459M – 33
2018
Q3 		$459M Buy
+4,016,740
New +$435M 10.57% 1
2016
Q2 		– Sell
-3,466,819
Closed -$191M – 31
2016
Q1 		$191M Buy
3,466,819
+732,314
+27% +$38.4M 7.24% 4
2015
Q4 		$152M Buy
+2,734,505
New +$144M 7.47% 2

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

Aaron Cowen's MSFT Position: Q2 2026 in Review

Aaron Cowen held its Microsoft (MSFT) position steady in Q2 2026 at 4,970 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #75.

Aaron Cowen first reported a position in MSFT in Q4 2015 and has held it in 19 quarters since. The position peaked at $459M in Q3 2018. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aaron Cowen held 4,970 shares of Microsoft worth $1.85M as of Q2 2026.
  • Aaron Cowen left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.03% of Aaron Cowen's portfolio in Q2 2026, its #75 holding.
  • Aaron Cowen first reported a position in Microsoft in Q4 2015 and has held it in 19 quarters since.
  • Aaron Cowen's Microsoft position peaked at $459M in Q3 2018.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.