NWI Management’s Microsoft MSFT Stock Holding History

NWI 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
2023 Q2	–	Sell	-300,000	Closed	-$86.5M	–	47
2023 Q1	$86.5M	Buy	+300,000	New	+$76.5M	9.53%	3

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 $3.37T AUM 44.26% 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

NWI Management's MSFT Position: Q2 2026 in Review

NWI Management reduced its Microsoft (MSFT) stake by 69% in Q2 2026, selling an estimated $56.1M and leaving 62,500 shares worth $23.3M. The position accounts for 1.08% of the portfolio, ranked #21.

NWI Management first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $163M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

NWI Management held 62,500 shares of Microsoft worth $23.3M as of Q2 2026.
NWI Management sold 138,600 Microsoft shares in Q2 2026, an estimated $56.1M.
Microsoft made up 1.08% of NWI Management's portfolio in Q2 2026, its #21 holding.
NWI Management first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
NWI Management's Microsoft position peaked at $163M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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