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Unconventional Investor’s Microsoft MSFT Stock Holding History

Unconventional Investor’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
Q1 		– Sell
-522
Closed -$253K – 47
2025
Q4 		$253K Hold
522
– – 0.12% 42
2025
Q3 		$270K Hold
522
– – 0.14% 39
2025
Q2 		$260K Sell
522
-77
-13% -$33.4K 0.14% 36
2025
Q1 		$225K Sell
599
-5
-0.8% -$2.04K 0.13% 31
2024
Q4 		$255K Hold
604
– – 0.15% 31
2024
Q3 		$260K Buy
604
+76
+14% +$32.5K 0.16% 31
2024
Q2 		$236K Sell
528
-37
-7% -$15.6K 0.17% 31
2024
Q1 		$238K Sell
565
-6
-1% -$2.43K 0.17% 31
2023
Q4 		$215K Buy
+571
New +$203K 0.17% 30
2023
Q3 		– Sell
-604
Closed -$206K – 34
2023
Q2 		$206K Buy
+604
New +$189K 0.19% 31

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unconventional Investor's MSFT Position: Q1 2026 in Review

Unconventional Investor sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 522 shares — an estimated $253K sold.

Unconventional Investor first reported a position in MSFT in Q2 2023 and held it in 10 quarters. The position peaked at $270K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Unconventional Investor reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Unconventional Investor sold 522 Microsoft shares in Q1 2026, an estimated $253K.
  • Unconventional Investor first reported a position in Microsoft in Q2 2023 and held it in 10 quarters.
  • Unconventional Investor's Microsoft position peaked at $270K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Unconventional Investor's 13F filing for Q1 2026, filed 18 May 2026.