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Unisphere Establishment’s Microsoft MSFT Stock Holding History

Unisphere Establishment’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 		$667M Sell
1,802,250
-85,200
-5% -$35.7M 5.61% 8
2025
Q4 		$913M Buy
1,887,450
+89,000
+5% +$44.6M 6.82% 5
2025
Q3 		$932M Sell
1,798,450
-124,200
-6% -$63.4M 7.3% 5
2025
Q2 		$956M Buy
1,922,650
+165,000
+9% +$71.7M 7.7% 3
2025
Q1 		$660M Buy
1,757,650
+313,000
+22% +$128M 5.76% 8
2024
Q4 		$609M Buy
1,444,650
+174,500
+14% +$74.3M 5.31% 8
2024
Q3 		$547M Sell
1,270,150
-3,600
-0.3% -$1.54M 5.18% 8
2024
Q2 		$569M Buy
1,273,750
+186,000
+17% +$78.6M 5.73% 8
2024
Q1 		$458M Buy
1,087,750
+247,750
+29% +$100M 4.62% 8
2023
Q4 		$316M Buy
+840,000
New +$299M 3.27% 11

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

Unisphere Establishment's MSFT Position: Q1 2026 in Review

Unisphere Establishment reduced its Microsoft (MSFT) stake by 4.5% in Q1 2026, selling an estimated $35.7M and leaving 1,802,250 shares worth $667M. The position accounts for 5.61% of the portfolio, ranked #8.

Unisphere Establishment first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $956M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Unisphere Establishment held 1,802,250 shares of Microsoft worth $667M as of Q1 2026.
  • Unisphere Establishment sold 85,200 Microsoft shares in Q1 2026, an estimated $35.7M.
  • Microsoft made up 5.61% of Unisphere Establishment's portfolio in Q1 2026, its #8 holding.
  • Unisphere Establishment first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Unisphere Establishment's Microsoft position peaked at $956M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.