Davidson Kahn Capital Management’s Microsoft MSFT Stock Holding History

Davidson Kahn Capital 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	$3.99M	Buy	10,685 +1,200	+13%	+$486K	1.71%	16
2026 Q1	$3.51M	Buy	9,485 +128	+1%	+$53.6K	1.87%	17
2025 Q4	$4.53M	Sell	9,357 -8	-0.1%	-$4.01K	2.35%	11
2025 Q3	$4.85M	Buy	9,365 +25	+0.3%	+$12.8K	2.7%	9
2025 Q2	$4.65M	Buy	9,340 +534	+6%	+$232K	2.98%	8
2025 Q1	$3.31M	Buy	8,806 +1,892	+27%	+$771K	2.54%	10
2024 Q4	$2.91M	Buy	+6,914	New	+$2.95M	2.69%	12

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Davidson Kahn Capital Management's MSFT Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $486K and bringing the position to 10,685 shares worth $3.99M. The position accounts for 1.71% of the portfolio, ranked #16.

Davidson Kahn Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Davidson Kahn Capital Management held 10,685 shares of Microsoft worth $3.99M as of Q2 2026.
Davidson Kahn Capital Management bought 1,200 Microsoft shares in Q2 2026, an estimated $486K.
Microsoft made up 1.71% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #16 holding.
Davidson Kahn Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Microsoft position peaked at $4.85M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.