Avanda Investment Management’s Microsoft MSFT Stock Holding History

Avanda Investment 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 Q1	$2.95M	Buy	7,960 +1,960	+33%	+$820K	4.67%	5
2025 Q4	$2.9M	Hold	6,000	–	–	2.89%	10
2025 Q3	$3.11M	Hold	6,000	–	–	2.45%	8
2025 Q2	$2.98M	Sell	6,000 -5,563	-48%	-$2.42M	0.98%	15
2025 Q1	$4.34M	Buy	11,563 +89	+0.8%	+$36.3K	1.54%	10
2024 Q4	$4.84M	Sell	11,474 -16,921	-60%	-$7.21M	1.54%	11
2024 Q3	$12.2M	Sell	28,395 -26,625	-48%	-$11.4M	2.38%	8
2024 Q2	$24.6M	Sell	55,020 -16,761	-23%	-$7.08M	3.72%	5
2024 Q1	$30.2M	Sell	71,781 -76,497	-52%	-$31M	4.05%	4
2023 Q4	$55.8M	Buy	+148,278	New	+$52.8M	5.44%	3

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avanda Investment Management's MSFT Position: Q1 2026 in Review

Avanda Investment Management increased its Microsoft (MSFT) stake by 33% in Q1 2026, buying an estimated $820K and bringing the position to 7,960 shares worth $2.95M. The position accounts for 4.67% of the portfolio, ranked #5.

Avanda Investment Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.8M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Avanda Investment Management held 7,960 shares of Microsoft worth $2.95M as of Q1 2026.
Avanda Investment Management bought 1,960 Microsoft shares in Q1 2026, an estimated $820K.
Microsoft made up 4.67% of Avanda Investment Management's portfolio in Q1 2026, its #5 holding.
Avanda Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Avanda Investment Management's Microsoft position peaked at $55.8M in Q4 2023.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.