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RoundAngle Advisors’s Microsoft MSFT Stock Holding History

RoundAngle Advisors’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 		$2.48M Buy
6,697
+182
+3% +$76.2K 1.85% 20
2025
Q4 		$3.15M Buy
6,515
+140
+2% +$70.2K 2.29% 14
2025
Q3 		$3.3M Sell
6,375
-79
-1% -$40.3K 2.56% 11
2025
Q2 		$3.21M Buy
6,454
+9
+0.1% +$3.91K 2.68% 11
2025
Q1 		$2.42M Buy
6,445
+98
+2% +$40K 2.22% 13
2024
Q4 		$2.68M Buy
+6,347
New +$2.7M 2.55% 12

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

RoundAngle Advisors's MSFT Position: Q1 2026 in Review

RoundAngle Advisors increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $76.2K and bringing the position to 6,697 shares worth $2.48M. The position accounts for 1.85% of the portfolio, ranked #20.

RoundAngle Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.3M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RoundAngle Advisors held 6,697 shares of Microsoft worth $2.48M as of Q1 2026.
  • RoundAngle Advisors bought 182 Microsoft shares in Q1 2026, an estimated $76.2K.
  • Microsoft made up 1.85% of RoundAngle Advisors's portfolio in Q1 2026, its #20 holding.
  • RoundAngle Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • RoundAngle Advisors's Microsoft position peaked at $3.3M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.