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
Q2 		$1.05B Buy
2,821,767
+258,756
+10% +$105M 3.88% 3
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NEOS Investment Management's MSFT Position: Q2 2026 in Review

NEOS Investment Management increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $105M and bringing the position to 2,821,767 shares worth $1.05B. The position accounts for 3.88% of the portfolio, ranked #3.

NEOS Investment Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • NEOS Investment Management held 2,821,767 shares of Microsoft worth $1.05B as of Q2 2026.
  • NEOS Investment Management bought 258,756 Microsoft shares in Q2 2026, an estimated $105M.
  • Microsoft made up 3.88% of NEOS Investment Management's portfolio in Q2 2026, its #3 holding.
  • NEOS Investment Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.