FORA Capital’s Microsoft MSFT Stock Holding History

FORA Capital’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	$4.92M	Sell	13,200 -49,051	-79%	-$19.8M	0.34%	101
2026 Q1	$23M	Buy	62,251 +33,577	+117%	+$14.1M	1.69%	6
2025 Q4	$13.9M	Buy	28,674 +4,709	+20%	+$2.36M	1.68%	5
2025 Q3	$12.4M	Buy	23,965 +7,398	+45%	+$3.77M	2.19%	2
2025 Q2	$8.24M	Sell	16,567 -29,376	-64%	-$12.8M	0.92%	21
2025 Q1	$17.2M	Buy	+45,943	New	+$18.7M	1.75%	3
2024 Q1	–	Sell	-28,922	Closed	-$10.9M	–	516
2023 Q4	$10.9M	Sell	28,922 -32,935	-53%	-$11.7M	0.93%	15
2023 Q3	$19.5M	Buy	+61,857	New	+$20.4M	1.71%	5
2023 Q1	–	Sell	-63,913	Closed	-$15.3M	–	636
2022 Q4	$15.3M	Buy	63,913 +11,901	+23%	+$2.86M	2.47%	2
2022 Q3	$12.1M	Buy	+52,012	New	+$13.7M	2.32%	3
2022 Q1	–	Sell	-18,648	Closed	-$6.27M	–	588
2021 Q4	$6.27M	Buy	+18,648	New	+$6.05M	2.43%	6
2021 Q3	–	Sell	-27,580	Closed	-$7.47M	–	675
2021 Q2	$7.47M	Sell	27,580 -11,328	-29%	-$2.88M	1.39%	3
2021 Q1	$9.17M	Buy	+38,908	New	+$9.03M	3.01%	2
2020 Q2	–	Sell	-63,156	Closed	-$9.96M	–	1155
2020 Q1	$9.96M	Buy	63,156 +52,932	+518%	+$8.7M	2.15%	1
2019 Q4	$1.61M	Buy	+10,224	New	+$1.5M	0.16%	163

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's MSFT Position: Q2 2026 in Review

FORA Capital reduced its Microsoft (MSFT) stake by 79% in Q2 2026, selling an estimated $19.8M and leaving 13,200 shares worth $4.92M. The position accounts for 0.34% of the portfolio, ranked #101.

FORA Capital first reported a position in MSFT in Q4 2019 and has held it in 15 quarters since. The position peaked at $23M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

FORA Capital held 13,200 shares of Microsoft worth $4.92M as of Q2 2026.
FORA Capital sold 49,051 Microsoft shares in Q2 2026, an estimated $19.8M.
Microsoft made up 0.34% of FORA Capital's portfolio in Q2 2026, its #101 holding.
FORA Capital first reported a position in Microsoft in Q4 2019 and has held it in 15 quarters since.
FORA Capital's Microsoft position peaked at $23M in Q1 2026.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.