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Kennedy Capital Management’s Microsoft MSFT Stock Holding History

Kennedy 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
2025
Q4 		– Sell
-19,643
Closed -$10.2M – 572
2025
Q3 		$10.2M Sell
19,643
-58,838
-75% -$30M 0.22% 155
2025
Q2 		$39M Sell
78,481
-16,573
-17% -$7.2M 0.93% 4
2025
Q1 		$35.7M Sell
95,054
-10,788
-10% -$4.4M 0.85% 5
2024
Q4 		$44.6M Sell
105,842
-6,857
-6% -$2.92M 0.99% 3
2024
Q3 		$48.5M Buy
112,699
+26,704
+31% +$11.4M 1.07% 3
2024
Q2 		$38.4M Sell
85,995
-3,037
-3% -$1.28M 0.82% 3
2024
Q1 		$37.5M Buy
89,032
+62,258
+233% +$25.2M 0.77% 4
2023
Q4 		$10.1M Buy
26,774
+334
+1% +$119K 0.22% 158
2023
Q3 		$8.35M Buy
26,440
+4,179
+19% +$1.38M 0.2% 182
2023
Q2 		$7.58M Buy
+22,261
New +$6.98M 0.18% 217

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kennedy Capital Management's MSFT Position: Q4 2025 in Review

Kennedy Capital Management sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 19,643 shares — an estimated $10.2M sold.

Kennedy Capital Management first reported a position in MSFT in Q2 2023 and held it in 10 quarters. The position peaked at $48.5M in Q3 2024. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Kennedy Capital Management reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 19,643 Microsoft shares in Q4 2025, an estimated $10.2M.
  • Kennedy Capital Management first reported a position in Microsoft in Q2 2023 and held it in 10 quarters.
  • Kennedy Capital Management's Microsoft position peaked at $48.5M in Q3 2024.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.