Aubrey Capital Management
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Aubrey Capital Management’s Microsoft MSFT Stock Holding History

Aubrey Capital Management’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
Q3 		$2.3M Buy
+4,480
New +$2.07M 2% 13
2022
Q2 		– Sell
-2,809
Closed -$881K – 69
2022
Q1 		$881K Buy
+2,809
New +$845K 0.5% 30

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Aubrey Capital Management's MSFT Position: Q3 2026 in Review

Aubrey Capital Management opened a new position in Microsoft (MSFT) in Q3 2026: 4,480 shares worth $2.3M. The stake represents 2% of the portfolio and ranks #13 among its holdings. This is a return to the name: Aubrey Capital Management previously reported a position in MSFT as recently as Q1 2022.

Aubrey Capital Management first reported a position in MSFT in Q1 2022 and has held it in 2 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Aubrey Capital Management held 4,480 shares of Microsoft worth $2.3M as of Q3 2026.
  • Microsoft was a new Aubrey Capital Management position in Q3 2026.
  • Microsoft made up 2% of Aubrey Capital Management's portfolio in Q3 2026, its #13 holding.
  • Aubrey Capital Management first reported a position in Microsoft in Q1 2022 and has held it in 2 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Aubrey Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.