Marshall Wace
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Marshall Wace’s Microsoft MSFT Stock Holding History

Marshall Wace’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 		$21.9M Buy
58,700
+27,500
+88% +$11.1M 0.02% 690
2026
Q1 		$11.5M Buy
+31,200
New +$13.1M 0.01% 904
2025
Q4 		– Sell
-20,900
Closed -$10.8M – 3280
2025
Q3 		$10.8M Buy
20,900
+20,300
+3,383% +$10.4M 0.01% 895
2025
Q2 		$298K Buy
+600
New +$261K ﹤0.01% 2325
2024
Q2 		– Sell
-128,200
Closed -$53.4M – 2801
2024
Q1 		$53.4M Sell
128,200
-77,600
-38% -$31.4M 0.08% 242
2023
Q4 		$77.4M Buy
205,800
+111,000
+117% +$39.5M 0.13% 153
2023
Q3 		$29.9M Sell
94,800
-106,500
-53% -$35.2M 0.06% 322
2023
Q2 		$68.6M Buy
201,300
+10,400
+5% +$3.26M 0.13% 163
2023
Q1 		$55M Buy
190,900
+63,300
+50% +$16.1M 0.12% 189
2022
Q4 		$30.6M Buy
127,600
+59,800
+88% +$14.4M 0.07% 324
2022
Q3 		$15.8M Sell
67,800
-209,300
-76% -$55.3M 0.03% 571
2022
Q2 		$71.2M Buy
277,100
+276,100
+27,610% +$74.9M 0.15% 143
2022
Q1 		$308K Sell
1,000
-21,500
-96% -$6.47M ﹤0.01% 2959
2021
Q4 		$7.57M Buy
22,500
+21,000
+1,400% +$6.81M 0.01% 1070
2021
Q3 		$423K Buy
+1,500
New +$436K ﹤0.01% 2473
2021
Q2 		– Sell
-18,100
Closed -$4.27M – 2917
2021
Q1 		$4.27M Buy
+18,100
New +$4.2M 0.02% 923

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

Marshall Wace's MSFT Position: Q2 2026 in Review

Marshall Wace reduced its Microsoft (MSFT) stake by 0.9% in Q2 2026, selling an estimated $12.2M and leaving 3,340,231 shares worth $1.25B. The position accounts for 0.98% of the portfolio, ranked #8.

Marshall Wace first reported a position in MSFT in Q1 2014 and has held it in 46 quarters since. The position peaked at $3.37B in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marshall Wace held 3,340,231 shares of Microsoft worth $1.25B as of Q2 2026.
  • Marshall Wace sold 30,167 Microsoft shares in Q2 2026, an estimated $12.2M.
  • Microsoft made up 0.98% of Marshall Wace's portfolio in Q2 2026, its #8 holding.
  • Marshall Wace first reported a position in Microsoft in Q1 2014 and has held it in 46 quarters since.
  • Marshall Wace's Microsoft position peaked at $3.37B in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.