Ulysses Management’s Microsoft MSFT Stock Holding History

Ulysses 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
2016 Q2	–	Sell	-310,500	Closed	-$17.1M	–	51
2016 Q1	$17.1M	Buy	+310,500	New	+$16.3M	1.85%	14
2013 Q4	–	Sell	-140,000	Closed	-$4.66M	–	54
2013 Q3	$4.66M	Buy	+140,000	New	+$4.61M	0.6%	21

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ulysses Management's MSFT Position: Q2 2026 in Review

Ulysses Management reduced its Microsoft (MSFT) stake by 28% in Q2 2026, selling an estimated $16.2M and leaving 101,367 shares worth $37.8M. The position accounts for 7.47% of the portfolio, ranked #4.

Ulysses Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $79.1M in Q4 2023. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ulysses Management held 101,367 shares of Microsoft worth $37.8M as of Q2 2026.
Ulysses Management sold 40,000 Microsoft shares in Q2 2026, an estimated $16.2M.
Microsoft made up 7.47% of Ulysses Management's portfolio in Q2 2026, its #4 holding.
Ulysses Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Ulysses Management's Microsoft position peaked at $79.1M in Q4 2023.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ulysses Management's 13F filing for Q2 2026, filed 14 Aug 2026.