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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
Q2 		$33.6M Buy
90,145
+291
+0.3% +$118K 0.7% 22
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 $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

AlTi Global's MSFT Position: Q2 2026 in Review

AlTi Global increased its Microsoft (MSFT) stake by 0.32% in Q2 2026, buying an estimated $118K and bringing the position to 90,145 shares worth $33.6M. The position accounts for 0.7% of the portfolio, ranked #22.

AlTi Global first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.3M in Q2 2024. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AlTi Global held 90,145 shares of Microsoft worth $33.6M as of Q2 2026.
  • AlTi Global bought 291 Microsoft shares in Q2 2026, an estimated $118K.
  • Microsoft made up 0.7% of AlTi Global's portfolio in Q2 2026, its #22 holding.
  • AlTi Global first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Microsoft position peaked at $46.3M in Q2 2024.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.