Monolith Management’s Microsoft MSFT Stock Holding History

Monolith 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
2026 Q1	–	Sell	-50,000	Closed	-$24.2M	–	37
2025 Q4	$24.2M	Buy	+50,000	New	+$25.1M	9.06%	5

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monolith Management's MSFT Position: Q3 2024 in Review

Monolith Management sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 31,300 shares — an estimated $14M sold.

Monolith Management first reported a position in MSFT in Q4 2023 and held it in 3 quarters. The position peaked at $44.6M in Q4 2023. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Monolith Management reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
Monolith Management sold 31,300 Microsoft shares in Q3 2024, an estimated $14M.
Monolith Management first reported a position in Microsoft in Q4 2023 and held it in 3 quarters.
Monolith Management's Microsoft position peaked at $44.6M in Q4 2023.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Monolith Management's 13F filing for Q3 2024, filed 13 Nov 2024.