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Morton Capital Management’s Microsoft MSFT Stock Holding History

Morton Capital 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
Q2 		$14.9M Buy
39,977
+1,366
+4% +$553K 2.04% 9
2026
Q1 		$14.3M Buy
38,611
+336
+0.9% +$141K 2.13% 8
2025
Q4 		$18.5M Sell
38,275
-1,859
-5% -$932K 2.84% 7
2025
Q3 		$20.8M Sell
40,134
-1,784
-4% -$910K 3.41% 7
2025
Q2 		$20.9M Buy
41,918
+865
+2% +$376K 3.7% 7
2025
Q1 		$15.4M Sell
41,053
-385
-0.9% -$157K 2.98% 7
2024
Q4 		$17.5M Sell
41,438
-353
-0.8% -$150K 3.29% 8
2024
Q3 		$18M Buy
41,791
+874
+2% +$374K 3.54% 7
2024
Q2 		$18.3M Sell
40,917
-1,482
-3% -$626K 4.34% 6
2024
Q1 		$17.8M Sell
42,399
-663
-2% -$268K 4.82% 5
2023
Q4 		$16.2M Sell
43,062
-489
-1% -$174K 4.81% 5
2023
Q3 		$13.8M Sell
43,551
-690
-2% -$228K 4.87% 5
2023
Q2 		$15.1M Buy
44,241
+2,348
+6% +$736K 5.14% 5
2023
Q1 		$12.1M Sell
41,893
-498
-1% -$127K 4.27% 6
2022
Q4 		$10.2M Sell
42,391
-374
-0.9% -$89.8K 3.97% 5
2022
Q3 		$9.96M Buy
42,765
+623
+1% +$165K 4.53% 4
2022
Q2 		$10.8M Buy
42,142
+1,346
+3% +$365K 4.71% 4
2022
Q1 		$12.6M Sell
40,796
-105
-0.3% -$31.6K 5.16% 4
2021
Q4 		$13.8M Buy
+40,901
New +$13.3M 5.57% 4

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Morton Capital Management's MSFT Position: Q2 2026 in Review

Morton Capital Management increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $553K and bringing the position to 39,977 shares worth $14.9M. The position accounts for 2.04% of the portfolio, ranked #9.

Morton Capital Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q2 2025. 1,912 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Morton Capital Management held 39,977 shares of Microsoft worth $14.9M as of Q2 2026.
  • Morton Capital Management bought 1,366 Microsoft shares in Q2 2026, an estimated $553K.
  • Microsoft made up 2.04% of Morton Capital Management's portfolio in Q2 2026, its #9 holding.
  • Morton Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Microsoft position peaked at $20.9M in Q2 2025.
  • 1,912 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.