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Denali Advisors’s Microsoft MSFT Stock Holding History

Denali Advisors’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 		$25.8M Buy
69,715
+239
+0.3% +$100K 2.87% 4
2025
Q4 		$33.6M Sell
69,476
-156
-0.2% -$78.2K 3.73% 2
2025
Q3 		$36.1M Sell
69,632
-24,976
-26% -$12.7M 4.07% 2
2025
Q2 		$47.1M Sell
94,608
-1,308
-1% -$568K 4.9% 2
2025
Q1 		$36M Sell
95,916
-1,701
-2% -$694K 4.1% 1
2024
Q4 		$41.1M Sell
97,617
-548
-0.6% -$233K 4.31% 1
2024
Q3 		$42.2M Buy
+98,165
New +$42M 4.54% 1
2019
Q4 		– Sell
-4,200
Closed -$584K – 339
2019
Q3 		$584K Buy
4,200
+900
+27% +$124K 0.08% 176
2019
Q2 		$442K Buy
3,300
+1,700
+106% +$216K 0.07% 149
2019
Q1 		$189K Buy
1,600
+700
+78% +$76.4K 0.03% 147
2018
Q4 		$91K Buy
+900
New +$96.4K 0.02% 120

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

Denali Advisors's MSFT Position: Q1 2026 in Review

Denali Advisors increased its Microsoft (MSFT) stake by 0.34% in Q1 2026, buying an estimated $100K and bringing the position to 69,715 shares worth $25.8M. The position accounts for 2.87% of the portfolio, ranked #4.

Denali Advisors first reported a position in MSFT in Q4 2018 and has held it in 11 quarters since. The position peaked at $47.1M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Denali Advisors held 69,715 shares of Microsoft worth $25.8M as of Q1 2026.
  • Denali Advisors bought 239 Microsoft shares in Q1 2026, an estimated $100K.
  • Microsoft made up 2.87% of Denali Advisors's portfolio in Q1 2026, its #4 holding.
  • Denali Advisors first reported a position in Microsoft in Q4 2018 and has held it in 11 quarters since.
  • Denali Advisors's Microsoft position peaked at $47.1M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.