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Avala Global’s Microsoft MSFT Stock Holding History

Avala 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 		$148M Buy
399,180
+54,080
+16% +$22.6M 7.1% 4
2025
Q4 		$167M Hold
345,100
– – 7.99% 4
2025
Q3 		$179M Sell
345,100
-11,100
-3% -$5.66M 7.39% 2
2025
Q2 		$177M Buy
356,200
+132,103
+59% +$57.4M 9.23% 1
2025
Q1 		$84.1M Buy
224,097
+106,700
+91% +$43.5M 5.74% 8
2024
Q4 		$49.5M Hold
117,397
– – 3.08% 11
2024
Q3 		$50.5M Sell
117,397
-18,000
-13% -$7.69M 3.33% 11
2024
Q2 		$60.5M Sell
135,397
-30,300
-18% -$12.8M 4.4% 9
2024
Q1 		$69.7M Sell
165,697
-23,900
-13% -$9.68M 5.09% 8
2023
Q4 		$71.3M Sell
189,597
-217,400
-53% -$77.4M 5.5% 7
2023
Q3 		$129M Buy
406,997
+172,229
+73% +$56.9M 12.47% 1
2023
Q2 		$79.9M Buy
234,768
+66,300
+39% +$20.8M 9.52% 4
2023
Q1 		$48.6M Buy
168,468
+43,300
+35% +$11M 7.94% 7
2022
Q4 		$30M Buy
+125,168
New +$30M 10.87% 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

Avala Global's MSFT Position: Q1 2026 in Review

Avala Global increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $22.6M and bringing the position to 399,180 shares worth $148M. The position accounts for 7.1% of the portfolio, ranked #4.

Avala Global first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $179M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Avala Global held 399,180 shares of Microsoft worth $148M as of Q1 2026.
  • Avala Global bought 54,080 Microsoft shares in Q1 2026, an estimated $22.6M.
  • Microsoft made up 7.1% of Avala Global's portfolio in Q1 2026, its #4 holding.
  • Avala Global first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Avala Global's Microsoft position peaked at $179M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Avala Global's 13F filing for Q1 2026, filed 15 May 2026.