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Portfolio Design Labs’s Microsoft MSFT Stock Holding History

Portfolio Design Labs’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 		$18.6M Sell
49,926
-16,903
-25% -$6.84M 3.05% 7
2026
Q1 		$24.7M Buy
66,829
+4,696
+8% +$1.97M 4.4% 4
2025
Q4 		$30M Buy
62,133
+2,182
+4% +$1.09M 4.95% 4
2025
Q3 		$31.1M Buy
59,951
+31,120
+108% +$15.9M 5.33% 3
2025
Q2 		$14.3M Sell
28,831
-15,176
-34% -$6.59M 2.82% 6
2025
Q1 		$16.5M Sell
44,007
-7,121
-14% -$2.9M 3.41% 5
2024
Q4 		$21.6M Buy
51,128
+10,156
+25% +$4.33M 4.42% 4
2024
Q3 		$17.6M Sell
40,972
-766
-2% -$327K 4.92% 4
2024
Q2 		$18.7M Buy
41,738
+2,554
+7% +$1.08M 5.76% 2
2024
Q1 		$16.5M Buy
39,184
+2,365
+6% +$957K 5.54% 1
2023
Q4 		$13.8M Buy
+36,819
New +$13.1M 5.24% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Portfolio Design Labs's MSFT Position: Q2 2026 in Review

Portfolio Design Labs reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $6.84M and leaving 49,926 shares worth $18.6M. The position accounts for 3.05% of the portfolio, ranked #7.

Portfolio Design Labs first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.1M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Portfolio Design Labs held 49,926 shares of Microsoft worth $18.6M as of Q2 2026.
  • Portfolio Design Labs sold 16,903 Microsoft shares in Q2 2026, an estimated $6.84M.
  • Microsoft made up 3.05% of Portfolio Design Labs's portfolio in Q2 2026, its #7 holding.
  • Portfolio Design Labs first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Microsoft position peaked at $31.1M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.