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Satovsky Asset Management’s Microsoft MSFT Stock Holding History

Satovsky Asset 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 		$3.6M Buy
9,714
+29
+0.3% +$12.1K 0.63% 17
2025
Q4 		$4.68M Buy
9,685
+218
+2% +$109K 0.91% 14
2025
Q3 		$4.9M Sell
9,467
-83
-0.9% -$42.3K 0.98% 14
2025
Q2 		$4.75M Sell
9,550
-581
-6% -$252K 1.01% 14
2025
Q1 		$3.74M Sell
10,131
-25
-0.2% -$10.2K 0.84% 14
2024
Q4 		$4.19M Sell
10,156
-933
-8% -$397K 0.96% 13
2024
Q3 		$4.77M Buy
11,089
+1,417
+15% +$606K 1.08% 13
2024
Q2 		$4.32M Sell
9,672
-133
-1% -$56.2K 1.04% 13
2024
Q1 		$4.09M Sell
9,805
-472
-5% -$191K 1.2% 12
2023
Q4 		$3.86M Buy
10,277
+19
+0.2% +$6.76K 1.2% 12
2023
Q3 		$3.24M Buy
10,258
+25
+0.2% +$8.26K 1.1% 12
2023
Q2 		$3.48M Sell
10,233
-168
-2% -$52.7K 1.18% 12
2023
Q1 		$3M Buy
10,401
+530
+5% +$135K 1.12% 11
2022
Q4 		$2.37M Sell
9,871
-1,170
-11% -$281K 0.98% 11
2022
Q3 		$2.57M Buy
11,041
+2,969
+37% +$784K 1.48% 9
2022
Q2 		$2.07M Sell
8,072
-23
-0.3% -$6.24K 1.21% 8
2022
Q1 		$2.5M Buy
8,095
+217
+3% +$65.3K 1.67% 5
2021
Q4 		$2.65M Buy
7,878
+190
+2% +$61.6K 1.78% 4
2021
Q3 		$2.17M Buy
7,688
+14
+0.2% +$4.07K 1.62% 4
2021
Q2 		$2.08M Buy
7,674
+755
+11% +$192K 1.59% 4
2021
Q1 		$1.63M Buy
6,919
+82
+1% +$19K 1.44% 4
2020
Q4 		$1.52M Buy
+6,837
New +$1.47M 1.43% 6

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

Satovsky Asset Management's MSFT Position: Q1 2026 in Review

Satovsky Asset Management increased its Microsoft (MSFT) stake by 0.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 9,714 shares worth $3.6M. The position accounts for 0.63% of the portfolio, ranked #17.

Satovsky Asset Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Satovsky Asset Management held 9,714 shares of Microsoft worth $3.6M as of Q1 2026.
  • Satovsky Asset Management bought 29 Microsoft shares in Q1 2026, an estimated $12.1K.
  • Microsoft made up 0.63% of Satovsky Asset Management's portfolio in Q1 2026, its #17 holding.
  • Satovsky Asset Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Satovsky Asset Management's Microsoft position peaked at $4.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.