Neo Ivy Capital Management’s Microsoft MSFT Stock Holding History

Neo Ivy 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	–	Sell	-8,755	Closed	-$3.24M	–	451
2026 Q1	$3.24M	Buy	+8,755	New	+$3.66M	0.85%	19
2025 Q2	–	Sell	-12,754	Closed	-$4.79M	–	430
2025 Q1	$4.79M	Buy	12,754 +4,483	+54%	+$1.83M	1.52%	2
2024 Q4	$3.49M	Sell	8,271 -861	-9%	-$367K	0.7%	51
2024 Q3	$3.93M	Sell	9,132 -5,620	-38%	-$2.4M	1.27%	3
2024 Q2	$6.59M	Buy	+14,752	New	+$6.23M	1.29%	10
2023 Q4	$58K	Buy	+153	New	+$54.5K	0.13%	160
2023 Q3	–	Sell	-2,076	Closed	-$707K	–	411
2023 Q2	$707K	Buy	+2,076	New	+$651K	0.37%	100
2022 Q4	–	Sell	-1,045	Closed	-$243K	–	483
2022 Q3	$243K	Buy	+1,045	New	+$276K	0.64%	38
2020 Q2	–	Sell	-757	Closed	-$119K	–	547
2020 Q1	$119K	Buy	+757	New	+$124K	0.19%	202
2019 Q1	–	Sell	-3,820	Closed	-$388K	–	365
2018 Q4	$388K	Buy	+3,820	New	+$409K	0.31%	146

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's MSFT Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 8,755 shares — an estimated $3.24M sold.

Neo Ivy Capital Management first reported a position in MSFT in Q4 2018 and held it in 10 quarters. The position peaked at $6.59M in Q2 2024. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Neo Ivy Capital Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 8,755 Microsoft shares in Q2 2026, an estimated $3.24M.
Neo Ivy Capital Management first reported a position in Microsoft in Q4 2018 and held it in 10 quarters.
Neo Ivy Capital Management's Microsoft position peaked at $6.59M in Q2 2024.
6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.