SSA
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SSA Swiss Advisors’s Microsoft MSFT Stock Holding History

SSA Swiss Advisors’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 		$3.23M Hold
8,728
– – 1.5% 26
2025
Q4 		$4.22M Sell
8,728
-170
-2% -$85.2K 1.97% 15
2025
Q3 		$4.6M Hold
8,898
– – 2.14% 14
2025
Q2 		$4.49M Buy
8,898
+1,480
+20% +$643K 2.16% 12
2025
Q1 		$2.78M Buy
+7,418
New +$3.02M 1.42% 33

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

SSA Swiss Advisors's MSFT Position: Q1 2026 in Review

SSA Swiss Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 8,728 shares worth $3.23M. The position accounts for 1.5% of the portfolio, ranked #26.

SSA Swiss Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.6M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SSA Swiss Advisors held 8,728 shares of Microsoft worth $3.23M as of Q1 2026.
  • SSA Swiss Advisors left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 1.5% of SSA Swiss Advisors's portfolio in Q1 2026, its #26 holding.
  • SSA Swiss Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's Microsoft position peaked at $4.6M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.