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Sycale Advisors’s Microsoft MSFT Stock Holding History

Sycale 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 		$19.9M Sell
53,824
-11,471
-18% -$4.8M 9.94% 3
2025
Q4 		$31.6M Hold
65,295
– – 9.81% 3
2025
Q3 		$33.8M Buy
65,295
+15,570
+31% +$7.94M 6.33% 3
2025
Q2 		$24.7M Sell
49,725
-7,050
-12% -$3.06M 5.42% 6
2025
Q1 		$21.3M Buy
+56,775
New +$23.1M 5.87% 5
2023
Q1 		– Sell
-53,700
Closed -$12.9M – 22
2022
Q4 		$12.9M Buy
53,700
+32,000
+147% +$7.68M 4.58% 10
2022
Q3 		$5.05M Buy
+21,700
New +$5.73M 2% 17

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

Sycale Advisors's MSFT Position: Q1 2026 in Review

Sycale Advisors reduced its Microsoft (MSFT) stake by 18% in Q1 2026, selling an estimated $4.8M and leaving 53,824 shares worth $19.9M. The position accounts for 9.94% of the portfolio, ranked #3.

Sycale Advisors first reported a position in MSFT in Q3 2022 and has held it in 7 quarters since. The position peaked at $33.8M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sycale Advisors held 53,824 shares of Microsoft worth $19.9M as of Q1 2026.
  • Sycale Advisors sold 11,471 Microsoft shares in Q1 2026, an estimated $4.8M.
  • Microsoft made up 9.94% of Sycale Advisors's portfolio in Q1 2026, its #3 holding.
  • Sycale Advisors first reported a position in Microsoft in Q3 2022 and has held it in 7 quarters since.
  • Sycale Advisors's Microsoft position peaked at $33.8M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sycale Advisors's 13F filing for Q1 2026, filed 13 May 2026.