Moody Aldrich Partners’s Microsoft MSFT Stock Holding History

Moody Aldrich Partners’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	–	Sell	-1,614	Closed	-$598K	–	203
2026 Q1	$598K	Buy	1,614 +281	+21%	+$118K	0.11%	129
2025 Q4	$645K	Hold	1,333	–	–	0.12%	129
2025 Q3	$691K	Hold	1,333	–	–	0.13%	120
2025 Q2	$663K	Hold	1,333	–	–	0.13%	116
2025 Q1	$500K	Sell	1,333 -446	-25%	-$182K	0.1%	124
2024 Q4	$750K	Sell	1,779 -307	-15%	-$131K	0.14%	117
2024 Q3	$898K	Sell	2,086 -900	-30%	-$385K	0.16%	110
2024 Q2	$1.33M	Sell	2,986 -231	-7%	-$97.6K	0.26%	109
2024 Q1	$1.35M	Sell	3,217 -1,158	-26%	-$469K	0.23%	116
2023 Q4	$1.37M	Buy	4,375 +1,226	+39%	+$436K	0.25%	110
2023 Q3	$1.01M	Buy	+3,149	New	+$1.04M	0.19%	117

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

Moody Aldrich Partners's MSFT Position: Q2 2026 in Review

Moody Aldrich Partners sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 1,614 shares — an estimated $598K sold.

Moody Aldrich Partners first reported a position in MSFT in Q3 2023 and held it in 11 quarters. The position peaked at $1.37M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Moody Aldrich Partners reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Moody Aldrich Partners sold 1,614 Microsoft shares in Q2 2026, an estimated $598K.
Moody Aldrich Partners first reported a position in Microsoft in Q3 2023 and held it in 11 quarters.
Moody Aldrich Partners's Microsoft position peaked at $1.37M in Q4 2023.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.