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Nutshell Asset Management’s Microsoft MSFT Stock Holding History

Nutshell Asset 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 		$14.4M Buy
38,868
+11,048
+40% +$4.62M 7.82% 4
2025
Q4 		$13.5M Buy
27,820
+8,050
+41% +$4.03M 4.8% 7
2025
Q3 		$10.2M Buy
19,770
+7,550
+62% +$3.85M 4.89% 8
2025
Q2 		$6.08M Sell
12,220
-36,800
-75% -$16M 3.62% 11
2025
Q1 		$18.4M Buy
49,020
+13,150
+37% +$5.36M 9.59% 2
2024
Q4 		$15.1M Buy
+35,870
New +$15.3M 9.55% 1

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

Nutshell Asset Management's MSFT Position: Q1 2026 in Review

Nutshell Asset Management increased its Microsoft (MSFT) stake by 40% in Q1 2026, buying an estimated $4.62M and bringing the position to 38,868 shares worth $14.4M. The position accounts for 7.82% of the portfolio, ranked #4.

Nutshell Asset Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4M in Q1 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Nutshell Asset Management held 38,868 shares of Microsoft worth $14.4M as of Q1 2026.
  • Nutshell Asset Management bought 11,048 Microsoft shares in Q1 2026, an estimated $4.62M.
  • Microsoft made up 7.82% of Nutshell Asset Management's portfolio in Q1 2026, its #4 holding.
  • Nutshell Asset Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Nutshell Asset Management's Microsoft position peaked at $18.4M in Q1 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Nutshell Asset Management's 13F filing for Q1 2026, filed 14 May 2026.