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AlTi Global’s Microsoft MSFT Stock Holding History

AlTi Global’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 		$33.3M Buy
89,854
+8,736
+11% +$3.66M 0.72% 22
2025
Q4 		$39.2M Sell
81,118
-2,598
-3% -$1.3M 0.84% 21
2025
Q3 		$43.4M Sell
83,716
-303
-0.4% -$155K 1.02% 19
2025
Q2 		$41.9M Buy
84,019
+4,623
+6% +$2.01M 1.05% 20
2025
Q1 		$29.8M Sell
79,396
-16,726
-17% -$6.82M 0.78% 19
2024
Q4 		$40.7M Sell
96,122
-1,293
-1% -$551K 0.98% 18
2024
Q3 		$41.9M Sell
97,415
-6,202
-6% -$2.65M 1.01% 17
2024
Q2 		$46.3M Buy
103,617
+2,149
+2% +$908K 1.24% 16
2024
Q1 		$42.7M Buy
101,468
+24,022
+31% +$9.72M 1.19% 14
2023
Q4 		$29.1M Buy
+77,446
New +$27.6M 0.89% 17

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

AlTi Global's MSFT Position: Q1 2026 in Review

AlTi Global increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $3.66M and bringing the position to 89,854 shares worth $33.3M. The position accounts for 0.72% of the portfolio, ranked #22.

AlTi Global first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.3M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AlTi Global held 89,854 shares of Microsoft worth $33.3M as of Q1 2026.
  • AlTi Global bought 8,736 Microsoft shares in Q1 2026, an estimated $3.66M.
  • Microsoft made up 0.72% of AlTi Global's portfolio in Q1 2026, its #22 holding.
  • AlTi Global first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's Microsoft position peaked at $46.3M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.