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Terra Alpha Investments’s Microsoft MSFT Stock Holding History

Terra Alpha Investments’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
Q4 		$5.56M Sell
11,505
-229
-2% -$115K 5.69% 4
2025
Q3 		$6.08M Sell
11,734
-988
-8% -$504K 6.2% 3
2025
Q2 		$6.33M Sell
12,722
-94
-0.7% -$40.8K 6.58% 2
2025
Q1 		$4.81M Buy
12,816
+718
+6% +$293K 5.23% 3
2024
Q4 		$5.1M Buy
+12,098
New +$5.15M 5.16% 6

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Terra Alpha Investments's MSFT Position: Q4 2025 in Review

Terra Alpha Investments reduced its Microsoft (MSFT) stake by 2% in Q4 2025, selling an estimated $115K and leaving 11,505 shares worth $5.56M. The position accounts for 5.69% of the portfolio, ranked #4.

Terra Alpha Investments first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.33M in Q2 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Terra Alpha Investments held 11,505 shares of Microsoft worth $5.56M as of Q4 2025.
  • Terra Alpha Investments sold 229 Microsoft shares in Q4 2025, an estimated $115K.
  • Microsoft made up 5.69% of Terra Alpha Investments's portfolio in Q4 2025, its #4 holding.
  • Terra Alpha Investments first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Terra Alpha Investments's Microsoft position peaked at $6.33M in Q2 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.