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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sora Investors's MSFT Position: Q1 2026 in Review

Sora Investors reduced its Microsoft (MSFT) stake by 2.5% in Q1 2026, selling an estimated $1.22M and leaving 114,278 shares worth $42.3M. The position accounts for 3.9% of the portfolio, ranked #3.

Sora Investors first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $56.7M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sora Investors held 114,278 shares of Microsoft worth $42.3M as of Q1 2026.
Sora Investors sold 2,908 Microsoft shares in Q1 2026, an estimated $1.22M.
Microsoft made up 3.9% of Sora Investors's portfolio in Q1 2026, its #3 holding.
Sora Investors first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
Sora Investors's Microsoft position peaked at $56.7M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.