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Infusive Asset Management’s Microsoft MSFT Stock Holding History

Infusive Asset 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 		$13.9M Buy
37,608
+27,646
+278% +$11.6M 6.74% 1
2025
Q4 		$4.82M Buy
+9,962
New +$4.99M 2.06% 21

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

Infusive Asset Management's MSFT Position: Q1 2026 in Review

Infusive Asset Management increased its Microsoft (MSFT) stake by 278% in Q1 2026, buying an estimated $11.6M and bringing the position to 37,608 shares worth $13.9M. The position accounts for 6.74% of the portfolio, ranked #1.

Infusive Asset Management first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Infusive Asset Management held 37,608 shares of Microsoft worth $13.9M as of Q1 2026.
  • Infusive Asset Management bought 27,646 Microsoft shares in Q1 2026, an estimated $11.6M.
  • Microsoft made up 6.74% of Infusive Asset Management's portfolio in Q1 2026, its #1 holding.
  • Infusive Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Infusive Asset Management's 13F filing for Q1 2026, filed 14 May 2026.