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 Q2	$1.78M	Sell	4,762 -71	-1%	-$28.7K	1.46%	16
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dala Group's MSFT Position: Q2 2026 in Review

Dala Group reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $28.7K and leaving 4,762 shares worth $1.78M. The position accounts for 1.46% of the portfolio, ranked #16.

Dala Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q1 2026. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Dala Group held 4,762 shares of Microsoft worth $1.78M as of Q2 2026.
Dala Group sold 71 Microsoft shares in Q2 2026, an estimated $28.7K.
Microsoft made up 1.46% of Dala Group's portfolio in Q2 2026, its #16 holding.
Dala Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Dala Group's Microsoft position peaked at $1.8M in Q1 2026.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dala Group's 13F filing for Q2 2026, filed 10 Aug 2026.