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Adapt Investment Managers’s Microsoft MSFT Stock Holding History

Adapt Investment Managers’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
-465,000
Closed -$225M – 188
2025
Q4 		$225M Sell
465,000
-600,000
-56% -$301M 1.66% 13
2025
Q3 		$552M Buy
1,065,000
+485,000
+84% +$247M 5.19% 4
2025
Q2 		$288M Buy
+580,000
New +$252M 3.62% 7

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

Adapt Investment Managers's MSFT Position: Q2 2026 in Review

Adapt Investment Managers increased its Microsoft (MSFT) stake by 197% in Q2 2026, buying an estimated $34.8M and bringing the position to 129,673 shares worth $48.4M. The position accounts for 0.39% of the portfolio, ranked #39.

Adapt Investment Managers first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.5M in Q4 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Adapt Investment Managers held 129,673 shares of Microsoft worth $48.4M as of Q2 2026.
  • Adapt Investment Managers bought 86,003 Microsoft shares in Q2 2026, an estimated $34.8M.
  • Microsoft made up 0.39% of Adapt Investment Managers's portfolio in Q2 2026, its #39 holding.
  • Adapt Investment Managers first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Adapt Investment Managers's Microsoft position peaked at $55.5M in Q4 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.