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New Age Alpha Advisors’s Microsoft MSFT Stock Holding History

New Age Alpha Advisors’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 		$44.6M Sell
120,592
-3,237
-3% -$1.35M 2.08% 3
2025
Q4 		$59.9M Sell
123,829
-44,740
-27% -$22.4M 2.58% 4
2025
Q3 		$87.3M Sell
168,569
-3,996
-2% -$2.04M 3.66% 1
2025
Q2 		$85.8M Sell
172,565
-14,595
-8% -$6.34M 3.77% 1
2025
Q1 		$70.3M Buy
187,160
+52,374
+39% +$21.4M 3.14% 2
2024
Q4 		$56.8M Buy
134,786
+109,727
+438% +$46.7M 2.3% 1
2024
Q3 		$10.8M Buy
25,059
+7,536
+43% +$3.22M 6.36% 5
2024
Q2 		$7.83M Buy
17,523
+2,523
+17% +$1.07M 4.27% 6
2024
Q1 		$6.31M Hold
15,000
– – 3.73% 6
2023
Q4 		$5.64M Buy
+15,000
New +$5.34M 4.21% 6

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

New Age Alpha Advisors's MSFT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Microsoft (MSFT) stake by 2.6% in Q1 2026, selling an estimated $1.35M and leaving 120,592 shares worth $44.6M. The position accounts for 2.08% of the portfolio, ranked #3.

New Age Alpha Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $87.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • New Age Alpha Advisors held 120,592 shares of Microsoft worth $44.6M as of Q1 2026.
  • New Age Alpha Advisors sold 3,237 Microsoft shares in Q1 2026, an estimated $1.35M.
  • Microsoft made up 2.08% of New Age Alpha Advisors's portfolio in Q1 2026, its #3 holding.
  • New Age Alpha Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • New Age Alpha Advisors's Microsoft position peaked at $87.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.