DSG Capital Advisors
MSFT icon

DSG Capital Advisors’s Microsoft MSFT Stock Holding History

DSG Capital 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
Q3 		$44.2M Buy
86,089
+1,944
+2% +$899K 6.31% 2
2026
Q2 		$32.4M Buy
84,145
+2,574
+3% +$1.04M 4.6% 5
2026
Q1 		$30.2M Buy
81,571
+1,591
+2% +$666K 4.83% 5
2025
Q4 		$36.5M Buy
79,980
+1,060
+1% +$531K 5.56% 3
2025
Q3 		$40.9M Buy
78,920
+258
+0.3% +$132K 6.51% 2
2025
Q2 		$39.1M Buy
78,662
+1,077
+1% +$468K 6.96% 1
2025
Q1 		$29.1M Sell
77,585
-5,072
-6% -$2.07M 5.88% 2
2024
Q4 		$34.8M Buy
+82,657
New +$35.2M 6.31% 2

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DSG Capital Advisors's MSFT Position: Q3 2026 in Review

DSG Capital Advisors increased its Microsoft (MSFT) stake by 2.3% in Q3 2026, buying an estimated $899K and bringing the position to 86,089 shares worth $44.2M. The position accounts for 6.31% of the portfolio, ranked #2.

DSG Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,215 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • DSG Capital Advisors held 86,089 shares of Microsoft worth $44.2M as of Q3 2026.
  • DSG Capital Advisors bought 1,944 Microsoft shares in Q3 2026, an estimated $899K.
  • Microsoft made up 6.31% of DSG Capital Advisors's portfolio in Q3 2026, its #2 holding.
  • DSG Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,215 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on DSG Capital Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.