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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
Q2 		$15.7M Sell
42,189
-11,635
-22% -$4.71M 4.83% 5
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 $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

Sycale Advisors's MSFT Position: Q2 2026 in Review

Sycale Advisors reduced its Microsoft (MSFT) stake by 22% in Q2 2026, selling an estimated $4.71M and leaving 42,189 shares worth $15.7M. The position accounts for 4.83% of the portfolio, ranked #5.

Sycale Advisors first reported a position in MSFT in Q3 2022 and has held it in 8 quarters since. The position peaked at $33.8M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sycale Advisors held 42,189 shares of Microsoft worth $15.7M as of Q2 2026.
  • Sycale Advisors sold 11,635 Microsoft shares in Q2 2026, an estimated $4.71M.
  • Microsoft made up 4.83% of Sycale Advisors's portfolio in Q2 2026, its #5 holding.
  • Sycale Advisors first reported a position in Microsoft in Q3 2022 and has held it in 8 quarters since.
  • Sycale Advisors's Microsoft position peaked at $33.8M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sycale Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.