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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
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
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

Plato Investment Management's MSFT Position: Q1 2026 in Review

Plato Investment Management increased its Microsoft (MSFT) stake by 2.2% in Q1 2026, buying an estimated $1.56M and bringing the position to 170,727 shares worth $63.2M. The position accounts for 4.25% of the portfolio, ranked #3.

Plato Investment Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $86M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Plato Investment Management held 170,727 shares of Microsoft worth $63.2M as of Q1 2026.
  • Plato Investment Management bought 3,727 Microsoft shares in Q1 2026, an estimated $1.56M.
  • Microsoft made up 4.25% of Plato Investment Management's portfolio in Q1 2026, its #3 holding.
  • Plato Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Microsoft position peaked at $86M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.