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Evolutionary Tree Capital Management’s Microsoft MSFT Stock Holding History

Evolutionary Tree Capital Management’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 		$2.53M Sell
6,844
-9,810
-59% -$4.1M 4.76% 7
2025
Q4 		$8.05M Sell
16,654
-437
-3% -$219K 9.35% 1
2025
Q3 		$8.85M Buy
17,091
+11
+0.1% +$5.61K 9.65% 1
2025
Q2 		$8.5M Sell
17,080
-2,113
-11% -$918K 9.02% 1
2025
Q1 		$7.2M Buy
19,193
+2,012
+12% +$820K 8.37% 2
2024
Q4 		$7.24M Sell
17,181
-3,599
-17% -$1.53M 7.37% 2
2024
Q3 		$8.94M Sell
20,780
-450
-2% -$192K 8.96% 1
2024
Q2 		$9.49M Sell
21,230
-287
-1% -$121K 9.77% 1
2024
Q1 		$9.05M Sell
21,517
-268
-1% -$108K 9.11% 1
2023
Q4 		$8.19M Buy
21,785
+171
+0.8% +$60.9K 9.04% 1
2023
Q3 		$6.82M Sell
21,614
-919
-4% -$304K 8.81% 1
2023
Q2 		$7.67M Buy
22,533
+162
+0.7% +$50.8K 9.24% 1
2023
Q1 		$6.45M Buy
22,371
+215
+1% +$54.8K 8.94% 1
2022
Q4 		$5.31M Buy
22,156
+3,640
+20% +$874K 5.1% 5
2022
Q3 		$4.31M Buy
18,516
+3,615
+24% +$955K 4.15% 9
2022
Q2 		$3.83M Buy
+14,901
New +$4.04M 4.17% 8

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

Evolutionary Tree Capital Management's MSFT Position: Q1 2026 in Review

Evolutionary Tree Capital Management reduced its Microsoft (MSFT) stake by 59% in Q1 2026, selling an estimated $4.1M and leaving 6,844 shares worth $2.53M. The position accounts for 4.76% of the portfolio, ranked #7.

Evolutionary Tree Capital Management first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.49M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evolutionary Tree Capital Management held 6,844 shares of Microsoft worth $2.53M as of Q1 2026.
  • Evolutionary Tree Capital Management sold 9,810 Microsoft shares in Q1 2026, an estimated $4.1M.
  • Microsoft made up 4.76% of Evolutionary Tree Capital Management's portfolio in Q1 2026, its #7 holding.
  • Evolutionary Tree Capital Management first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • Evolutionary Tree Capital Management's Microsoft position peaked at $9.49M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2026, filed 22 May 2026.