DCF Advisers’s Microsoft MSFT Stock Holding History

DCF Advisers’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	$3.63M	Buy	9,725 +8,225	+548%	+$3.33M	0.64%	30
2026 Q1	$555K	Buy	+1,500	New	+$628K	0.15%	73
2022 Q1	–	Sell	-2,500	Closed	-$841K	–	80
2021 Q4	$841K	Hold	2,500	–	–	0.34%	48
2021 Q3	$705K	Hold	2,500	–	–	0.31%	56
2021 Q2	$677K	Hold	2,500	–	–	0.24%	62
2021 Q1	$589K	Hold	2,500	–	–	0.26%	73
2020 Q4	$556K	Hold	2,500	–	–	0.23%	65
2020 Q3	$526K	Hold	2,500	–	–	0.27%	59
2020 Q2	$509K	Hold	2,500	–	–	0.28%	54
2020 Q1	$394K	Buy	+2,500	New	+$411K	0.26%	51

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

DCF Advisers's MSFT Position: Q2 2026 in Review

DCF Advisers increased its Microsoft (MSFT) stake by 548% in Q2 2026, buying an estimated $3.33M and bringing the position to 9,725 shares worth $3.63M. The position accounts for 0.64% of the portfolio, ranked #30.

DCF Advisers first reported a position in MSFT in Q1 2020 and has held it in 10 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

DCF Advisers held 9,725 shares of Microsoft worth $3.63M as of Q2 2026.
DCF Advisers bought 8,225 Microsoft shares in Q2 2026, an estimated $3.33M.
Microsoft made up 0.64% of DCF Advisers's portfolio in Q2 2026, its #30 holding.
DCF Advisers first reported a position in Microsoft in Q1 2020 and has held it in 10 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.