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KDT Advisors’s Microsoft MSFT Stock Holding History

KDT Advisors’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 		$2.43M Sell
6,553
-1,672
-20% -$700K 3.86% 5
2025
Q4 		$3.98M Buy
8,225
+217
+3% +$109K 5.58% 3
2025
Q3 		$4.15M Sell
8,008
-3,921
-33% -$2M 6.07% 3
2025
Q2 		$5.93M Sell
11,929
-215
-2% -$93.4K 9.58% 2
2025
Q1 		$4.56M Sell
12,144
-310
-2% -$126K 6.7% 2
2024
Q4 		$5.25M Buy
+12,454
New +$5.3M 7.71% 2

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

KDT Advisors's MSFT Position: Q1 2026 in Review

KDT Advisors reduced its Microsoft (MSFT) stake by 20% in Q1 2026, selling an estimated $700K and leaving 6,553 shares worth $2.43M. The position accounts for 3.86% of the portfolio, ranked #5.

KDT Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KDT Advisors held 6,553 shares of Microsoft worth $2.43M as of Q1 2026.
  • KDT Advisors sold 1,672 Microsoft shares in Q1 2026, an estimated $700K.
  • Microsoft made up 3.86% of KDT Advisors's portfolio in Q1 2026, its #5 holding.
  • KDT Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • KDT Advisors's Microsoft position peaked at $5.93M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KDT Advisors's 13F filing for Q1 2026, filed 15 May 2026.