Montaka Global’s Microsoft MSFT Stock Holding History

Montaka Global’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	$18M	Sell	48,332 -499	-1%	-$202K	10.15%	2
2026 Q1	$18.1M	Sell	48,831 -5,820	-11%	-$2.44M	10.8%	2
2025 Q4	$26.4M	Buy	+54,651	New	+$27.4M	12.51%	1

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montaka Global's MSFT Position: Q2 2026 in Review

Montaka Global reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $202K and leaving 48,332 shares worth $18M. The position accounts for 10.15% of the portfolio, ranked #2.

Montaka Global first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.4M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Montaka Global held 48,332 shares of Microsoft worth $18M as of Q2 2026.
Montaka Global sold 499 Microsoft shares in Q2 2026, an estimated $202K.
Microsoft made up 10.15% of Montaka Global's portfolio in Q2 2026, its #2 holding.
Montaka Global first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Montaka Global's Microsoft position peaked at $26.4M in Q4 2025.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Montaka Global's 13F filing for Q2 2026, filed 11 Aug 2026.