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Altarock Partners’s Microsoft MSFT Stock Holding History

Altarock Partners’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 		$691M Sell
1,867,537
-214,820
-10% -$89.9M 16.75% 3
2025
Q4 		$1.01B Sell
2,082,357
-486,910
-19% -$244M 19.75% 3
2025
Q3 		$1.33B Sell
2,569,267
-9,382
-0.4% -$4.79M 24.33% 2
2025
Q2 		$1.28B Hold
2,578,649
– – 23.42% 3
2025
Q1 		$968M Buy
2,578,649
+687,008
+36% +$280M 19.46% 3
2024
Q4 		$797M Sell
1,891,641
-43,175
-2% -$18.4M 16.13% 3
2024
Q3 		$833M Hold
1,934,816
– – 16.4% 3
2024
Q2 		$865M Buy
1,934,816
+180,630
+10% +$76.3M 17.8% 2
2024
Q1 		$738M Sell
1,754,186
-236,528
-12% -$95.8M 15.86% 3
2023
Q4 		$749M Sell
1,990,714
-220,798
-10% -$78.6M 16.7% 2
2023
Q3 		$698M Sell
2,211,512
-60,529
-3% -$20M 17.49% 2
2023
Q2 		$774M Sell
2,272,041
-59,888
-3% -$18.8M 18.58% 2
2023
Q1 		$672M Sell
2,331,929
-228,200
-9% -$58.2M 18.42% 2
2022
Q4 		$614M Sell
2,560,129
-258,380
-9% -$62M 19.3% 2
2022
Q3 		$656M Buy
2,818,509
+86,500
+3% +$22.8M 21.49% 3
2022
Q2 		$702M Buy
2,732,009
+96,700
+4% +$26.2M 21.65% 3
2022
Q1 		$812M Buy
2,635,309
+915,133
+53% +$275M 20.72% 3
2021
Q4 		$579M Hold
1,720,176
– – 15.25% 4
2021
Q3 		$485M Buy
1,720,176
+896,843
+109% +$261M 13.08% 5
2021
Q2 		$223M Buy
+823,333
New +$209M 6.17% 5

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

Altarock Partners's MSFT Position: Q1 2026 in Review

Altarock Partners reduced its Microsoft (MSFT) stake by 10% in Q1 2026, selling an estimated $89.9M and leaving 1,867,537 shares worth $691M. The position accounts for 16.75% of the portfolio, ranked #3.

Altarock Partners first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.33B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Altarock Partners held 1,867,537 shares of Microsoft worth $691M as of Q1 2026.
  • Altarock Partners sold 214,820 Microsoft shares in Q1 2026, an estimated $89.9M.
  • Microsoft made up 16.75% of Altarock Partners's portfolio in Q1 2026, its #3 holding.
  • Altarock Partners first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
  • Altarock Partners's Microsoft position peaked at $1.33B in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Altarock Partners's 13F filing for Q1 2026, filed 15 May 2026.