Tortoise Investment Management’s Microsoft MSFT Stock Holding History

Tortoise 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
2022 Q2	–	Sell	-700	Closed	-$8K	–	743
2022 Q1	$8K	Sell	700 -2,200	-76%	-$662K	﹤0.01%	521
2021 Q4	$9K	Buy	2,900 +700	+32%	+$227K	﹤0.01%	492
2021 Q3	$12K	Buy	2,200 +700	+47%	+$204K	﹤0.01%	449
2021 Q2	$6K	Hold	1,500	–	–	﹤0.01%	503
2021 Q1	$2K	Buy	+1,500	New	+$348K	﹤0.01%	553
2020 Q4	–	Sell	-1,500	Closed	-$14K	–	550
2020 Q3	$14K	Buy	+1,500	New	+$315K	﹤0.01%	346

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tortoise Investment Management's MSFT Position: Q1 2026 in Review

Tortoise Investment Management reduced its Microsoft (MSFT) stake by 0.75% in Q1 2026, selling an estimated $30.1K and leaving 9,498 shares worth $3.52M. The position accounts for 0.29% of the portfolio, ranked #75.

Tortoise Investment Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.63M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Tortoise Investment Management held 9,498 shares of Microsoft worth $3.52M as of Q1 2026.
Tortoise Investment Management sold 72 Microsoft shares in Q1 2026, an estimated $30.1K.
Microsoft made up 0.29% of Tortoise Investment Management's portfolio in Q1 2026, its #75 holding.
Tortoise Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
Tortoise Investment Management's Microsoft position peaked at $4.63M in Q4 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.