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Kapitalo Investimentos’s Microsoft MSFT Stock Holding History

Kapitalo Investimentos’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 		$14.3M Sell
38,750
-32,652
-46% -$13.7M 2.7% 12
2025
Q4 		$34.5M Buy
71,402
+8,277
+13% +$4.15M 6.61% 5
2025
Q3 		$32.7M Buy
63,125
+59,367
+1,580% +$30.3M 6.09% 4
2025
Q2 		$1.87M Sell
3,758
-33,667
-90% -$14.6M 0.41% 31
2025
Q1 		$14M Buy
37,425
+9,398
+34% +$3.83M 2.85% 13
2024
Q4 		$11.8M Sell
28,027
-519
-2% -$221K 7.9% 4
2024
Q3 		$12.3M Buy
28,546
+8,363
+41% +$3.57M 2.99% 11
2024
Q2 		$9.02M Sell
20,183
-4,460
-18% -$1.88M 2.7% 12
2024
Q1 		$10.4M Buy
24,643
+18,507
+302% +$7.49M 2.28% 12
2023
Q4 		$2.31M Sell
6,136
-68,726
-92% -$24.5M 0.48% 26
2023
Q3 		$23.6M Buy
74,862
+70,128
+1,481% +$23.2M 3.21% 8
2023
Q2 		$1.61M Buy
+4,734
New +$1.48M 0.3% 33
2023
Q1 		– Sell
-5,240
Closed -$1.26M – 473
2022
Q4 		$1.26M Sell
5,240
-19,802
-79% -$4.75M 0.94% 18
2022
Q3 		$5.83M Hold
25,042
– – 2.41% 4
2022
Q2 		$6.43M Sell
25,042
-16,200
-39% -$4.4M 4.13% 8
2022
Q1 		$12.7M Buy
41,242
+16,070
+64% +$4.83M 13.38% 1
2021
Q4 		$8.47M Sell
25,172
-5,891
-19% -$1.91M 9.75% 5
2021
Q3 		$8.76M Sell
31,063
-3,060
-9% -$890K 4.65% 6
2021
Q2 		$9.24M Sell
34,123
-2,241
-6% -$570K 4.25% 4
2021
Q1 		$8.57M Buy
36,364
+2,804
+8% +$651K 9.42% 4
2020
Q4 		$7.46M Buy
+33,560
New +$7.22M 4.04% 4

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

Kapitalo Investimentos's MSFT Position: Q1 2026 in Review

Kapitalo Investimentos reduced its Microsoft (MSFT) stake by 46% in Q1 2026, selling an estimated $13.7M and leaving 38,750 shares worth $14.3M. The position accounts for 2.7% of the portfolio, ranked #12.

Kapitalo Investimentos first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $34.5M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kapitalo Investimentos held 38,750 shares of Microsoft worth $14.3M as of Q1 2026.
  • Kapitalo Investimentos sold 32,652 Microsoft shares in Q1 2026, an estimated $13.7M.
  • Microsoft made up 2.7% of Kapitalo Investimentos's portfolio in Q1 2026, its #12 holding.
  • Kapitalo Investimentos first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Kapitalo Investimentos's Microsoft position peaked at $34.5M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kapitalo Investimentos's 13F filing for Q1 2026, filed 7 May 2026.