NIM
MSFT icon

NEOS Investment Management’s Microsoft MSFT Stock Holding History

NEOS Investment 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
Q1 		$949M Buy
2,563,011
+419,607
+20% +$176M 4.79% 3
2025
Q4 		$1.04B Buy
2,143,404
+476,534
+29% +$239M 6% 3
2025
Q3 		$863M Buy
1,666,870
+557,152
+50% +$284M 6.47% 2
2025
Q2 		$552M Buy
1,109,718
+326,265
+42% +$142M 6.83% 2
2025
Q1 		$294M Buy
783,453
+189,548
+32% +$77.3M 5.58% 2
2024
Q4 		$250M Buy
593,905
+126,611
+27% +$53.9M 5.9% 3
2024
Q3 		$201M Buy
467,294
+82,674
+21% +$35.3M 6.07% 2
2024
Q2 		$172M Buy
384,620
+108,363
+39% +$45.8M 7.08% 1
2024
Q1 		$116M Buy
276,257
+71,773
+35% +$29.1M 7.2% 1
2023
Q4 		$76.9M Buy
204,484
+8,045
+4% +$2.86M 7.28% 2
2023
Q3 		$62M Buy
+196,439
New +$64.9M 7.92% 2

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NEOS Investment Management's MSFT Position: Q1 2026 in Review

NEOS Investment Management increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $176M and bringing the position to 2,563,011 shares worth $949M. The position accounts for 4.79% of the portfolio, ranked #3.

NEOS Investment Management first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.04B in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • NEOS Investment Management held 2,563,011 shares of Microsoft worth $949M as of Q1 2026.
  • NEOS Investment Management bought 419,607 Microsoft shares in Q1 2026, an estimated $176M.
  • Microsoft made up 4.79% of NEOS Investment Management's portfolio in Q1 2026, its #3 holding.
  • NEOS Investment Management first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Microsoft position peaked at $1.04B in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.