Dorsey & Whitney Trust’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$64.9M Buy
175,245
+5,672
+3% +$2.37M 3.57% 2
2025
Q4
$82M Sell
169,573
-1,935
-1% -$970K 4.34% 2
2025
Q3
$88.8M Sell
171,508
-16,932
-9% -$8.64M 4.69% 2
2025
Q2
$93.7M Buy
188,440
+3,471
+2% +$1.51M 4.96% 1
2025
Q1
$69.4M Buy
184,969
+8,112
+5% +$3.31M 4.01% 1
2024
Q4
$74.5M Buy
176,857
+8,823
+5% +$3.76M 4.11% 1
2024
Q3
$72.3M Buy
168,034
+29,341
+21% +$12.5M 3.84% 2
2024
Q2
$62M Buy
138,693
+637
+0.5% +$269K 4.29% 1
2024
Q1
$58.1M Sell
138,056
-735
-0.5% -$298K 3.97% 2
2023
Q4
$52.2M Sell
138,791
-428
-0.3% -$152K 4% 1
2023
Q3
$44M Buy
139,219
+725
+0.5% +$240K 3.83% 1
2023
Q2
$47.2M Buy
138,494
+7,731
+6% +$2.42M 3.9% 1
2023
Q1
$37.7M Buy
130,763
+5,488
+4% +$1.4M 3.43% 1
2022
Q4
$30M Buy
125,275
+1,561
+1% +$375K 2.93% 1
2022
Q3
$28.8M Buy
123,714
+2,468
+2% +$652K 3.01% 1
2022
Q2
$31.1M Buy
121,246
+502
+0.4% +$136K 3.16% 1
2022
Q1
$37.2M Buy
120,744
+4,848
+4% +$1.46M 3.26% 1
2021
Q4
$39M Buy
115,896
+3,350
+3% +$1.09M 3.27% 1
2021
Q3
$31.7M Sell
112,546
-773
-0.7% -$225K 2.94% 2
2021
Q2
$30.7M Sell
113,319
-3,250
-3% -$826K 2.92% 1
2021
Q1
$27.5M Buy
116,569
+1,061
+0.9% +$246K 2.74% 1
2020
Q4
$25.7M Buy
115,508
+6,030
+6% +$1.3M 2.98% 1
2020
Q3
$23M Sell
109,478
-2,113
-2% -$444K 3.07% 1
2020
Q2
$22.7M Sell
111,591
-148
-0.1% -$26.9K 3.18% 1
2020
Q1
$17.6M Buy
111,739
+4,942
+5% +$813K 2.97% 1
2019
Q4
$16.8M Sell
106,797
-173
-0.2% -$25.4K 2.25% 2
2019
Q3
$14.9M Buy
106,970
+4,304
+4% +$592K 2.19% 5
2019
Q2
$13.8M Sell
102,666
-57,713
-36% -$7.33M 2.13% 5
2019
Q1
$18.9M Buy
160,379
+2,625
+2% +$286K 2.96% 1
2018
Q4
$16M Buy
157,754
+7,424
+5% +$795K 2.83% 1
2018
Q3
$17.2M Buy
150,330
+7,285
+5% +$790K 2.67% 1
2018
Q2
$14.1M Buy
143,045
+7,994
+6% +$775K 2.45% 1
2018
Q1
$12.3M Buy
135,051
+6,546
+5% +$599K 2.27% 5
2017
Q4
$11M Sell
128,505
-2,780
-2% -$228K 2.03% 8
2017
Q3
$9.78M Sell
131,285
-230
-0.2% -$16.8K 1.94% 7
2017
Q2
$9.07M Sell
131,515
-675
-0.5% -$46.3K 1.81% 8
2017
Q1
$8.71M Buy
132,190
+11,371
+9% +$729K 1.77% 9
2016
Q4
$7.51M Buy
120,819
+329
+0.3% +$19.8K 1.71% 15
2016
Q3
$6.94M Buy
120,490
+1,991
+2% +$112K 1.59% 15
2016
Q2
$6.06M Sell
118,499
-685
-0.6% -$35.6K 1.39% 23
2016
Q1
$6.58M Buy
119,184
+2,197
+2% +$115K 1.65% 20
2015
Q4
$6.49M Buy
116,987
+3,395
+3% +$179K 1.71% 19
2015
Q3
$5.03M Sell
113,592
-737
-0.6% -$33.1K 1.41% 22
2015
Q2
$5.05M Buy
114,329
+2,331
+2% +$106K 1.29% 26
2015
Q1
$4.55M Buy
111,998
+2,057
+2% +$89.6K 1.15% 28
2014
Q4
$5.11M Sell
109,941
-729
-0.7% -$34.2K 1.32% 27
2014
Q3
$5.13M Sell
110,670
-2,029
-2% -$90.5K 1.38% 26
2014
Q2
$4.7M Buy
112,699
+1,572
+1% +$63.6K 1.02% 26
2014
Q1
$4.55M Buy
111,127
+2,356
+2% +$88.4K 1.05% 25
2013
Q4
$4.07M Buy
108,771
+3,297
+3% +$120K 1.1% 28
2013
Q3
$3.51M Buy
105,474
+1,936
+2% +$63.7K 1.05% 31
2013
Q2
$3.58M Buy
+103,538
New +$3.39M 1.19% 27

Other funds holding MSFT

Dorsey & Whitney Trust's MSFT Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Microsoft (MSFT) stake by 3.3% in Q1 2026, buying an estimated $2.37M and bringing the position to 175,245 shares worth $64.9M. The position accounts for 3.57% of the portfolio, ranked #2.

Dorsey & Whitney Trust first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $93.7M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Dorsey & Whitney Trust held 175,245 shares of Microsoft worth $64.9M as of Q1 2026.
  • Dorsey & Whitney Trust bought 5,672 Microsoft shares in Q1 2026, an estimated $2.37M.
  • Microsoft made up 3.57% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #2 holding.
  • Dorsey & Whitney Trust first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Dorsey & Whitney Trust's Microsoft position peaked at $93.7M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.