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Aperture Investors’s Microsoft MSFT Stock Holding History

Aperture Investors’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 		$3.04M Hold
8,143
– – 0.27% 64
2026
Q1 		$3.01M Sell
8,143
-7,186
-47% -$3.01M 0.38% 58
2025
Q4 		$7.41M Sell
15,329
-2,289
-13% -$1.15M 0.85% 30
2025
Q3 		$9.13M Sell
17,618
-404
-2% -$206K 1.25% 26
2025
Q2 		$8.96M Buy
18,022
+4,199
+30% +$1.82M 1.17% 31
2025
Q1 		$5.19M Sell
13,823
-2,367
-15% -$965K 0.66% 41
2024
Q4 		$6.82M Hold
16,190
– – 0.86% 38
2024
Q3 		$6.97M Sell
16,190
-403
-2% -$172K 0.88% 33
2024
Q2 		$7.42M Sell
16,593
-13,682
-45% -$5.78M 1.08% 33
2024
Q1 		$12.7M Buy
30,275
+16
+0.1% +$6.48K 1.63% 27
2023
Q4 		$11.4M Sell
30,259
-245
-0.8% -$87.2K 2% 24
2023
Q3 		$9.63M Buy
30,504
+2,269
+8% +$750K 1.53% 26
2023
Q2 		$9.62M Buy
28,235
+5,867
+26% +$1.84M 1.14% 28
2023
Q1 		$6.45M Sell
22,368
-7,080
-24% -$1.81M 0.89% 35
2022
Q4 		$7.06M Sell
29,448
-7,879
-21% -$1.89M 1.15% 30
2022
Q3 		$8.69M Sell
37,327
-350
-0.9% -$92.4K 1.42% 27
2022
Q2 		$9.68M Sell
37,677
-1,888
-5% -$512K 1.61% 24
2022
Q1 		$12.2M Buy
39,565
+8,339
+27% +$2.51M 1.58% 26
2021
Q4 		$10.5M Sell
31,226
-3,480
-10% -$1.13M 1.35% 28
2021
Q3 		$9.78M Buy
34,706
+5,297
+18% +$1.54M 1.31% 29
2021
Q2 		$7.97M Buy
29,409
+2,070
+8% +$526K 0.91% 37
2021
Q1 		$6.45M Buy
27,339
+7,070
+35% +$1.64M 0.99% 38
2020
Q4 		$4.51M Buy
+20,269
New +$4.36M 0.77% 52

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

Aperture Investors's MSFT Position: Q2 2026 in Review

Aperture Investors held its Microsoft (MSFT) position steady in Q2 2026 at 8,143 shares worth $3.04M. The position accounts for 0.27% of the portfolio, ranked #64.

Aperture Investors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q1 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aperture Investors held 8,143 shares of Microsoft worth $3.04M as of Q2 2026.
  • Aperture Investors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.27% of Aperture Investors's portfolio in Q2 2026, its #64 holding.
  • Aperture Investors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Aperture Investors's Microsoft position peaked at $12.7M in Q1 2024.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aperture Investors's 13F filing for Q2 2026, filed 14 Aug 2026.