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Sora Investors’s Microsoft MSFT Stock Holding History

Sora Investors’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 		$40M Sell
107,134
-7,144
-6% -$2.89M 3.06% 11
2026
Q1 		$42.3M Sell
114,278
-2,908
-2% -$1.22M 3.9% 3
2025
Q4 		$56.7M Buy
117,186
+48,619
+71% +$24.4M 4.88% 1
2025
Q3 		$35.5M Buy
68,567
+5,707
+9% +$2.91M 3.28% 4
2025
Q2 		$31.3M Sell
62,860
-15,715
-20% -$6.82M 2.82% 9
2025
Q1 		$29.5M Sell
78,575
-13,098
-14% -$5.34M 3.57% 2
2024
Q4 		$38.6M Buy
91,673
+31,673
+53% +$13.5M 4.29% 1
2024
Q3 		$25.8M Buy
60,000
+20,000
+50% +$8.55M 4.51% 3
2024
Q2 		$17.9M Sell
40,000
-21,000
-34% -$8.87M 3.29% 7
2024
Q1 		$25.7M Buy
61,000
+6,000
+11% +$2.43M 4.22% 4
2023
Q4 		$20.7M Sell
55,000
-10,000
-15% -$3.56M 3.49% 9
2023
Q3 		$20.5M Buy
+65,000
New +$21.5M 4.59% 2
2022
Q2 		– Sell
-23,739
Closed -$7.32M – 30
2022
Q1 		$7.32M Sell
23,739
-9,426
-28% -$2.84M 3.4% 15
2021
Q4 		$11.2M Buy
+33,165
New +$10.8M 5.45% 9

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

Sora Investors's MSFT Position: Q2 2026 in Review

Sora Investors reduced its Microsoft (MSFT) stake by 6.3% in Q2 2026, selling an estimated $2.89M and leaving 107,134 shares worth $40M. The position accounts for 3.06% of the portfolio, ranked #11.

Sora Investors first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $56.7M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sora Investors held 107,134 shares of Microsoft worth $40M as of Q2 2026.
  • Sora Investors sold 7,144 Microsoft shares in Q2 2026, an estimated $2.89M.
  • Microsoft made up 3.06% of Sora Investors's portfolio in Q2 2026, its #11 holding.
  • Sora Investors first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
  • Sora Investors's Microsoft position peaked at $56.7M in Q4 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.