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 Q2	$21.4M	Sell	57,369 -12,346	-18%	-$5M	2.16%	4
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 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

Denali Advisors's MSFT Position: Q2 2026 in Review

Denali Advisors reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $5M and leaving 57,369 shares worth $21.4M. The position accounts for 2.16% of the portfolio, ranked #4.

Denali Advisors first reported a position in MSFT in Q4 2018 and has held it in 12 quarters since. The position peaked at $47.1M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Denali Advisors held 57,369 shares of Microsoft worth $21.4M as of Q2 2026.
Denali Advisors sold 12,346 Microsoft shares in Q2 2026, an estimated $5M.
Microsoft made up 2.16% of Denali Advisors's portfolio in Q2 2026, its #4 holding.
Denali Advisors first reported a position in Microsoft in Q4 2018 and has held it in 12 quarters since.
Denali Advisors's Microsoft position peaked at $47.1M in Q2 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.