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SCS Capital Management’s Microsoft MSFT Stock Holding History

SCS Capital 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 		$39.1M Sell
105,585
-3,007
-3% -$1.26M 0.41% 36
2025
Q4 		$52.5M Sell
108,592
-5,614
-5% -$2.81M 0.56% 30
2025
Q3 		$59.2M Sell
114,206
-11,533
-9% -$5.88M 0.64% 24
2025
Q2 		$62.5M Buy
125,739
+50,479
+67% +$21.9M 0.69% 23
2025
Q1 		$28.3M Sell
75,260
-102,454
-58% -$41.8M 0.36% 42
2024
Q4 		$74.9M Sell
177,714
-823
-0.5% -$351K 1.54% 15
2024
Q3 		$76.8M Sell
178,537
-14,888
-8% -$6.36M 1.55% 15
2024
Q2 		$86.5M Buy
193,425
+42
+0% +$17.7K 1.81% 14
2024
Q1 		$81.4M Sell
193,383
-948
-0.5% -$384K 1.73% 14
2023
Q4 		$73.1M Buy
194,331
+21,380
+12% +$7.61M 1.67% 13
2023
Q3 		$54.6M Buy
172,951
+45,034
+35% +$14.9M 1.45% 12
2023
Q2 		$43.6M Sell
127,917
-15,902
-11% -$4.98M 1.07% 15
2023
Q1 		$41.5M Sell
143,819
-84
-0.1% -$21.4K 1.22% 12
2022
Q4 		$34.5M Sell
143,903
-8,032
-5% -$1.93M 1.02% 17
2022
Q3 		$35.4M Buy
151,935
+274
+0.2% +$72.3K 1.05% 16
2022
Q2 		$39M Buy
151,661
+11,095
+8% +$3.01M 1.08% 19
2022
Q1 		$43.3M Buy
140,566
+437
+0.3% +$131K 0.99% 17
2021
Q4 		$47.1M Sell
140,129
-2,488
-2% -$807K 1.03% 18
2021
Q3 		$40.2M Hold
142,617
– – 0.86% 18
2021
Q2 		$38.6M Hold
142,617
– – 0.73% 21
2021
Q1 		$33.6M Buy
142,617
+5,948
+4% +$1.38M 0.64% 21
2020
Q4 		$30.4M Sell
136,669
-8,386
-6% -$1.8M 0.6% 20
2020
Q3 		$30.5M Buy
145,055
+71,689
+98% +$15.1M 0.63% 20
2020
Q2 		$14.9M Hold
73,366
– – 0.33% 23
2020
Q1 		$11.6M Buy
+73,366
New +$12.1M 0.36% 23

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

SCS Capital Management's MSFT Position: Q1 2026 in Review

SCS Capital Management reduced its Microsoft (MSFT) stake by 2.8% in Q1 2026, selling an estimated $1.26M and leaving 105,585 shares worth $39.1M. The position accounts for 0.41% of the portfolio, ranked #36.

SCS Capital Management first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $86.5M in Q2 2024. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SCS Capital Management held 105,585 shares of Microsoft worth $39.1M as of Q1 2026.
  • SCS Capital Management sold 3,007 Microsoft shares in Q1 2026, an estimated $1.26M.
  • Microsoft made up 0.41% of SCS Capital Management's portfolio in Q1 2026, its #36 holding.
  • SCS Capital Management first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • SCS Capital Management's Microsoft position peaked at $86.5M in Q2 2024.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.