SRS Investment Management’s Microsoft MSFT Stock Holding History

SRS Investment 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
2025 Q3	–	Sell	-76,174	Closed	-$37.9M	–	30
2025 Q2	$37.9M	Buy	+76,174	New	+$33.1M	0.39%	19
2023 Q3	–	Sell	-188,660	Closed	-$64.2M	–	20
2023 Q2	$64.2M	Buy	+188,660	New	+$59.1M	0.74%	16
2021 Q1	–	Sell	-954,798	Closed	-$212M	–	36
2020 Q4	$212M	Sell	954,798 -248,774	-21%	-$53.5M	3.51%	9
2020 Q3	$253M	Hold	1,203,572	–	–	4.68%	6
2020 Q2	$245M	Hold	1,203,572	–	–	4.56%	7
2020 Q1	$190M	Sell	1,203,572 -768,315	-39%	-$126M	4.12%	9
2019 Q4	$311M	Hold	1,971,887	–	–	7.45%	5
2019 Q3	$274M	Hold	1,971,887	–	–	7.4%	4
2019 Q2	$264M	Hold	1,971,887	–	–	5.65%	7
2019 Q1	$233M	Hold	1,971,887	–	–	5.24%	6
2018 Q4	$200M	Buy	1,971,887 +1,811,648	+1,131%	+$194M	6.31%	5
2018 Q3	$18.3M	Hold	160,239	–	–	0.38%	20
2018 Q2	$15.8M	Hold	160,239	–	–	0.29%	22
2018 Q1	$14.6M	Hold	160,239	–	–	0.29%	16
2017 Q4	$13.7M	Sell	160,239 -478,168	-75%	-$39.2M	0.36%	16
2017 Q3	$47.6M	Buy	+638,407	New	+$46.6M	0.98%	15

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SRS Investment Management's MSFT Position: Q3 2025 in Review

SRS Investment Management sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 76,174 shares — an estimated $37.9M sold.

SRS Investment Management first reported a position in MSFT in Q3 2017 and held it in 16 quarters. The position peaked at $311M in Q4 2019. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

SRS Investment Management reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
SRS Investment Management sold 76,174 Microsoft shares in Q3 2025, an estimated $37.9M.
SRS Investment Management first reported a position in Microsoft in Q3 2017 and held it in 16 quarters.
SRS Investment Management's Microsoft position peaked at $311M in Q4 2019.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on SRS Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.