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Sloy Dahl & Holst’s Microsoft MSFT Stock Holding History

Sloy Dahl & Holst’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 		$12.1M Buy
32,651
+169
+0.5% +$70.7K 1.66% 9
2025
Q4 		$15.7M Sell
32,482
-8,012
-20% -$4.01M 1.89% 9
2025
Q3 		$21M Buy
40,494
+25,576
+171% +$13M 2.22% 9
2025
Q2 		$7.42M Buy
14,918
+199
+1% +$86.4K 1.03% 14
2025
Q1 		$5.53M Buy
14,719
+401
+3% +$163K 0.97% 15
2024
Q4 		$6.04M Buy
14,318
+534
+4% +$227K 0.77% 12
2024
Q3 		$5.93M Buy
13,784
+687
+5% +$294K 1.01% 11
2024
Q2 		$5.85M Buy
13,097
+90
+0.7% +$38K 1.23% 9
2024
Q1 		$5.47M Buy
13,007
+39
+0.3% +$15.8K 1.29% 10
2023
Q4 		$4.88M Buy
12,968
+1,054
+9% +$375K 1% 10
2023
Q3 		$3.76M Buy
11,914
+137
+1% +$45.3K 0.82% 11
2023
Q2 		$4.01M Buy
11,777
+1,414
+14% +$443K 0.73% 10
2023
Q1 		$2.99M Sell
10,363
-228
-2% -$58.2K 0.68% 13
2022
Q4 		$2.54M Sell
10,591
-463
-4% -$111K 0.89% 13
2022
Q3 		$2.57M Buy
11,054
+169
+2% +$44.6K 0.54% 18
2022
Q2 		$2.8M Sell
10,885
-64
-0.6% -$17.4K 0.67% 16
2022
Q1 		$3.38M Sell
10,949
-54
-0.5% -$16.2K 0.56% 16
2021
Q4 		$3.1M Hold
11,003
– – 0.66% 17
2021
Q3 		$3.1M Buy
11,003
+1,831
+20% +$533K 0.66% 17
2021
Q2 		$2.48M Sell
9,172
-866
-9% -$220K 0.33% 23
2021
Q1 		$2.37M Buy
10,038
+109
+1% +$25.3K 0.34% 23
2020
Q4 		$1.71M Buy
9,929
+2,026
+26% +$436K 0.82% 15
2020
Q3 		$1.7M Buy
7,903
+406
+5% +$85.3K 0.65% 15
2020
Q2 		$1.52M Sell
7,497
-400
-5% -$72.6K 0.72% 14
2020
Q1 		$1.25M Sell
7,897
-137
-2% -$22.5K 0.95% 12
2019
Q4 		$1.27M Buy
+8,034
New +$1.18M 1.18% 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

Sloy Dahl & Holst's MSFT Position: Q1 2026 in Review

Sloy Dahl & Holst increased its Microsoft (MSFT) stake by 0.52% in Q1 2026, buying an estimated $70.7K and bringing the position to 32,651 shares worth $12.1M. The position accounts for 1.66% of the portfolio, ranked #9.

Sloy Dahl & Holst first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $21M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sloy Dahl & Holst held 32,651 shares of Microsoft worth $12.1M as of Q1 2026.
  • Sloy Dahl & Holst bought 169 Microsoft shares in Q1 2026, an estimated $70.7K.
  • Microsoft made up 1.66% of Sloy Dahl & Holst's portfolio in Q1 2026, its #9 holding.
  • Sloy Dahl & Holst first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Sloy Dahl & Holst's Microsoft position peaked at $21M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.