UBS O'Connor’s Microsoft MSFT Stock Holding History

UBS O'Connor’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 Q1	–	Sell	-50,000	Closed	-$85K	–	1025
2021 Q4	$85K	Buy	+50,000	New	+$16.2M	﹤0.01%	862

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS O'Connor's MSFT Position: Q3 2025 in Review

UBS O'Connor sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 4,449 shares — an estimated $2.21M sold.

UBS O'Connor first reported a position in MSFT in Q2 2013 and held it in 26 quarters. The position peaked at $112M in Q2 2014. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

UBS O'Connor reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 4,449 Microsoft shares in Q3 2025, an estimated $2.21M.
UBS O'Connor first reported a position in Microsoft in Q2 2013 and held it in 26 quarters.
UBS O'Connor's Microsoft position peaked at $112M in Q2 2014.
5,860 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.