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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
Q2 		$1.47M Sell
3,939
-2,905
-42% -$1.18M 2.77% 16
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 $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 $3.38T AUM 44.17% 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

Evolutionary Tree Capital Management's MSFT Position: Q2 2026 in Review

Evolutionary Tree Capital Management reduced its Microsoft (MSFT) stake by 42% in Q2 2026, selling an estimated $1.18M and leaving 3,939 shares worth $1.47M. The position accounts for 2.77% of the portfolio, ranked #16.

Evolutionary Tree Capital Management first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.49M in Q2 2024. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Evolutionary Tree Capital Management held 3,939 shares of Microsoft worth $1.47M as of Q2 2026.
  • Evolutionary Tree Capital Management sold 2,905 Microsoft shares in Q2 2026, an estimated $1.18M.
  • Microsoft made up 2.77% of Evolutionary Tree Capital Management's portfolio in Q2 2026, its #16 holding.
  • Evolutionary Tree Capital Management first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • Evolutionary Tree Capital Management's Microsoft position peaked at $9.49M in Q2 2024.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.