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Catalyst Funds Management’s Microsoft MSFT Stock Holding History

Catalyst Funds 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 		– Sell
-5,040
Closed -$2.44M – 673
2025
Q4 		$2.44M Sell
5,040
-35,260
-87% -$17.7M 0.57% 37
2025
Q3 		$20.9M Buy
+40,300
New +$20.6M 3.15% 4
2024
Q4 		– Sell
-64,400
Closed -$27.7M – 907
2024
Q3 		$27.7M Buy
+64,400
New +$27.5M 6.09% 2

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

Catalyst Funds Management's MSFT Position: Q1 2026 in Review

Catalyst Funds Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 5,040 shares — an estimated $2.44M sold.

Catalyst Funds Management first reported a position in MSFT in Q3 2024 and held it in 3 quarters. The position peaked at $27.7M in Q3 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Catalyst Funds Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 5,040 Microsoft shares in Q1 2026, an estimated $2.44M.
  • Catalyst Funds Management first reported a position in Microsoft in Q3 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Microsoft position peaked at $27.7M in Q3 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.