DA
MSFT icon

Dover Advisors’s Microsoft MSFT Stock Holding History

Dover 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 		$17.9M Buy
37,115
+2,278
+7% +$922K 7.35% 1
2026
Q1 		$12.9M Sell
34,837
-2,278
-6% -$953K 5.33% 2
2025
Q4 		$17.9M Buy
37,115
+453
+1% +$227K 6.95% 2
2025
Q3 		$19M Sell
36,662
-163
-0.4% -$83.2K 7.57% 1
2025
Q2 		$18.3M Sell
36,825
-1,469
-4% -$638K 8.07% 1
2025
Q1 		$14.4M Buy
38,294
+5,961
+18% +$2.43M 6.26% 2
2024
Q4 		$13.6M Buy
32,333
+301
+0.9% +$128K 7.81% 1
2024
Q3 		$13.8M Buy
32,032
+19
+0.1% +$8.12K 7.82% 1
2024
Q2 		$14.3M Buy
32,013
+471
+1% +$199K 8.84% 1
2024
Q1 		$13.3M Buy
31,542
+20,763
+193% +$8.41M 9.09% 1
2023
Q4 		$4.05M Sell
10,779
-4,105
-28% -$1.46M 5.33% 2
2023
Q3 		$4.7M Sell
14,884
-65
-0.4% -$21.5K 4.75% 2
2023
Q2 		$5.09M Sell
14,949
-14,478
-49% -$4.54M 4.52% 3
2023
Q1 		$8.48M Buy
29,427
+17,235
+141% +$4.4M 8.16% 1
2022
Q4 		$2.92M Buy
+12,192
New +$2.93M 3.15% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dover Advisors's MSFT Position: Q2 2026 in Review

Dover Advisors increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $922K and bringing the position to 37,115 shares worth $17.9M. The position accounts for 7.35% of the portfolio, ranked #1.

Dover Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $19M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Dover Advisors held 37,115 shares of Microsoft worth $17.9M as of Q2 2026.
  • Dover Advisors bought 2,278 Microsoft shares in Q2 2026, an estimated $922K.
  • Microsoft made up 7.35% of Dover Advisors's portfolio in Q2 2026, its #1 holding.
  • Dover Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's Microsoft position peaked at $19M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.