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
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 $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

Marshall Wace's MSFT Position: Q1 2026 in Review

Marshall Wace reduced its Microsoft (MSFT) stake by 10% in Q1 2026, selling an estimated $159M and leaving 3,370,398 shares worth $1.25B. The position accounts for 1.24% of the portfolio, ranked #6.

Marshall Wace first reported a position in MSFT in Q1 2014 and has held it in 45 quarters since. The position peaked at $3.37B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Marshall Wace held 3,370,398 shares of Microsoft worth $1.25B as of Q1 2026.
  • Marshall Wace sold 380,447 Microsoft shares in Q1 2026, an estimated $159M.
  • Microsoft made up 1.24% of Marshall Wace's portfolio in Q1 2026, its #6 holding.
  • Marshall Wace first reported a position in Microsoft in Q1 2014 and has held it in 45 quarters since.
  • Marshall Wace's Microsoft position peaked at $3.37B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.