KA
MSFT icon

Kerrisdale Advisers’s Microsoft MSFT Stock Holding History

Kerrisdale Advisers’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 		$3.01M Sell
8,062
-4,300
-35% -$1.74M 0.75% 28
2026
Q1 		$4.58M Buy
12,362
+11,795
+2,080% +$4.94M 1.74% 17
2025
Q4 		$274K Sell
567
-44
-7% -$22K 0.13% 67
2025
Q3 		$316K Hold
611
– – 0.16% 66
2025
Q2 		$304K Sell
611
-19,650
-97% -$8.53M 0.16% 52
2025
Q1 		$7.61M Buy
20,261
+2,662
+15% +$1.09M 3.18% 10
2024
Q4 		$7.42M Buy
17,599
+1,484
+9% +$632K 2.51% 12
2024
Q3 		$6.93M Buy
16,115
+1,460
+10% +$624K 2.36% 13
2024
Q2 		$6.55M Hold
14,655
– – 2.05% 13
2024
Q1 		$6.17M Sell
14,655
-15
-0.1% -$6.07K 1.94% 17
2023
Q4 		$5.52M Buy
14,670
+923
+7% +$329K 1.64% 24
2023
Q3 		$4.34M Sell
13,747
-479
-3% -$158K 1.37% 24
2023
Q2 		$4.84M Sell
14,226
-780
-5% -$244K 1.31% 28
2023
Q1 		$4.33M Sell
15,006
-4,348
-22% -$1.11M 1.28% 27
2022
Q4 		$4.64M Sell
19,354
-18,894
-49% -$4.53M 1.38% 23
2022
Q3 		$8.91M Sell
38,248
-20,094
-34% -$5.31M 2.16% 16
2022
Q2 		$15M Buy
58,342
+21,180
+57% +$5.75M 4.72% 4
2022
Q1 		$11.5M Sell
37,162
-13,646
-27% -$4.11M 3.5% 9
2021
Q4 		$17.1M Sell
50,808
-15,575
-23% -$5.05M 3.53% 12
2021
Q3 		$18.7M Hold
66,383
– – 2.03% 23
2021
Q2 		$18M Sell
66,383
-78,292
-54% -$19.9M 1.61% 27
2021
Q1 		$34.1M Buy
144,675
+50,000
+53% +$11.6M 2.62% 16
2020
Q4 		$21.1M Sell
94,675
-14,000
-13% -$3.01M 1.63% 21
2020
Q3 		$22.9M Buy
108,675
+39,525
+57% +$8.3M 1.71% 24
2020
Q2 		$14.1M Buy
69,150
+49,000
+243% +$8.89M 1.58% 23
2020
Q1 		$3.18M Buy
+20,150
New +$3.31M 0.61% 33

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kerrisdale Advisers's MSFT Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Microsoft (MSFT) stake by 35% in Q2 2026, selling an estimated $1.74M and leaving 8,062 shares worth $3.01M. The position accounts for 0.75% of the portfolio, ranked #28.

Kerrisdale Advisers first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $34.1M in Q1 2021. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kerrisdale Advisers held 8,062 shares of Microsoft worth $3.01M as of Q2 2026.
  • Kerrisdale Advisers sold 4,300 Microsoft shares in Q2 2026, an estimated $1.74M.
  • Microsoft made up 0.75% of Kerrisdale Advisers's portfolio in Q2 2026, its #28 holding.
  • Kerrisdale Advisers first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Kerrisdale Advisers's Microsoft position peaked at $34.1M in Q1 2021.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.