Plato Investment Management’s Microsoft MSFT Stock Holding History

Plato 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	$65.1M	Buy	175,526 +4,799	+3%	+$1.94M	3.72%	3
2026 Q1	$63.2M	Buy	170,727 +3,727	+2%	+$1.56M	4.25%	3
2025 Q4	$81.2M	Sell	167,000 -329	-0.2%	-$165K	5.3%	3
2025 Q3	$86M	Buy	167,329 +4,994	+3%	+$2.55M	5.83%	3
2025 Q2	$80.5M	Buy	162,335 +4,949	+3%	+$2.15M	6.05%	2
2025 Q1	$59.7M	Sell	157,386 -15,598	-9%	-$6.36M	5.03%	3
2024 Q4	$73.2M	Buy	172,984 +10,185	+6%	+$4.34M	5.38%	3
2024 Q3	$70M	Buy	162,799 +4,161	+3%	+$1.78M	5.68%	3
2024 Q2	$70.9M	Buy	158,638 +7,775	+5%	+$3.28M	6.61%	3
2024 Q1	$63.5M	Buy	150,863 +136,991	+988%	+$55.5M	6.56%	1
2023 Q4	$5.22M	Buy	+13,872	New	+$4.94M	6.4%	2

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

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

Plato Investment Management increased its Microsoft (MSFT) stake by 2.8% in Q2 2026, buying an estimated $1.94M and bringing the position to 175,526 shares worth $65.1M. The position accounts for 3.72% of the portfolio, ranked #3.

Plato Investment Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $86M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Plato Investment Management held 175,526 shares of Microsoft worth $65.1M as of Q2 2026.
Plato Investment Management bought 4,799 Microsoft shares in Q2 2026, an estimated $1.94M.
Microsoft made up 3.72% of Plato Investment Management's portfolio in Q2 2026, its #3 holding.
Plato Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Microsoft position peaked at $86M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.