Dala Group’s Microsoft MSFT Stock Holding History

Dala Group’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	$1.8M	Buy	4,833 +1,636	+51%	+$685K	1.5%	17
2025 Q4	$1.55M	Buy	+3,197	New	+$1.6M	1.34%	23

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

Dala Group's MSFT Position: Q1 2026 in Review

Dala Group increased its Microsoft (MSFT) stake by 51% in Q1 2026, buying an estimated $685K and bringing the position to 4,833 shares worth $1.8M. The position accounts for 1.5% of the portfolio, ranked #17.

Dala Group first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Dala Group held 4,833 shares of Microsoft worth $1.8M as of Q1 2026.
Dala Group bought 1,636 Microsoft shares in Q1 2026, an estimated $685K.
Microsoft made up 1.5% of Dala Group's portfolio in Q1 2026, its #17 holding.
Dala Group first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.