Morton Capital Management
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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
Q3 		$19.8M Sell
38,518
-1,459
-4% -$675K 2.39% 8
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 		$10M 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 $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Morton Capital Management's MSFT Position: Q3 2026 in Review

Morton Capital Management reduced its Microsoft (MSFT) stake by 3.6% in Q3 2026, selling an estimated $675K and leaving 38,518 shares worth $19.8M. The position accounts for 2.39% of the portfolio, ranked #8.

Morton Capital Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $20.9M in Q2 2025. 2,424 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Morton Capital Management held 38,518 shares of Microsoft worth $19.8M as of Q3 2026.
  • Morton Capital Management sold 1,459 Microsoft shares in Q3 2026, an estimated $675K.
  • Microsoft made up 2.39% of Morton Capital Management's portfolio in Q3 2026, its #8 holding.
  • Morton Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Morton Capital Management's Microsoft position peaked at $20.9M in Q2 2025.
  • 2,424 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.