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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
Q2 		$4.61M Buy
12,360
+4,400
+55% +$1.78M 1.54% 6
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
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

Avanda Investment Management's MSFT Position: Q2 2026 in Review

Avanda Investment Management increased its Microsoft (MSFT) stake by 55% in Q2 2026, buying an estimated $1.78M and bringing the position to 12,360 shares worth $4.61M. The position accounts for 1.54% of the portfolio, ranked #6.

Avanda Investment Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.8M in Q4 2023. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Avanda Investment Management held 12,360 shares of Microsoft worth $4.61M as of Q2 2026.
  • Avanda Investment Management bought 4,400 Microsoft shares in Q2 2026, an estimated $1.78M.
  • Microsoft made up 1.54% of Avanda Investment Management's portfolio in Q2 2026, its #6 holding.
  • Avanda Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Avanda Investment Management's Microsoft position peaked at $55.8M in Q4 2023.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avanda Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.