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Untitled Investments’s Microsoft MSFT Stock Holding History

Untitled Investments’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
Q2 		$16.3M Sell
43,609
-13,840
-24% -$5.6M 6.33% 8
2026
Q1 		$21.3M Sell
57,449
-3,305
-5% -$1.38M 7.92% 4
2025
Q4 		$29.4M Sell
60,754
-4,095
-6% -$2.05M 8.83% 4
2025
Q3 		$33.6M Sell
64,849
-26,044
-29% -$13.3M 9.07% 2
2025
Q2 		$45.2M Sell
90,893
-7,918
-8% -$3.44M 12.36% 2
2025
Q1 		$37.1M Buy
98,811
+22,554
+30% +$9.2M 10.5% 3
2024
Q4 		$32.1M Hold
76,257
– – 7.84% 4
2024
Q3 		$32.8M Sell
76,257
-2,800
-4% -$1.2M 7.27% 4
2024
Q2 		$35.3M Sell
79,057
-25,944
-25% -$11M 7.89% 3
2024
Q1 		$44.2M Hold
105,001
– – 10.09% 2
2023
Q4 		$39.5M Hold
105,001
– – 13.56% 2
2023
Q3 		$33.2M Buy
105,001
+8,455
+9% +$2.79M 11.76% 1
2023
Q2 		$32.9M Sell
96,546
-69,733
-42% -$21.9M 11.7% 1
2023
Q1 		$47.9M Sell
166,279
-28,385
-15% -$7.24M 18.39% 1
2022
Q4 		$46.7M Buy
194,664
+16,972
+10% +$4.07M 20% 1
2022
Q3 		$41.4M Buy
177,692
+19,120
+12% +$5.05M 12% 3
2022
Q2 		$40.7M Buy
158,572
+16,756
+12% +$4.55M 10.09% 2
2022
Q1 		$43.7M Buy
141,816
+44,304
+45% +$13.3M 10.1% 1
2021
Q4 		$32.8M Sell
97,512
-31,368
-24% -$10.2M 7.02% 4
2021
Q3 		$36.3M Buy
128,880
+4,295
+3% +$1.25M 7.29% 5
2021
Q2 		$33.8M Sell
124,585
-56,900
-31% -$14.5M 8.27% 5
2021
Q1 		$42.8M Buy
181,485
+13,078
+8% +$3.03M 12.52% 1
2020
Q4 		$37.5M Buy
+168,407
New +$36.2M 8.4% 5

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Untitled Investments's MSFT Position: Q2 2026 in Review

Untitled Investments reduced its Microsoft (MSFT) stake by 24% in Q2 2026, selling an estimated $5.6M and leaving 43,609 shares worth $16.3M. The position accounts for 6.33% of the portfolio, ranked #8.

Untitled Investments first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $47.9M in Q1 2023. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Untitled Investments held 43,609 shares of Microsoft worth $16.3M as of Q2 2026.
  • Untitled Investments sold 13,840 Microsoft shares in Q2 2026, an estimated $5.6M.
  • Microsoft made up 6.33% of Untitled Investments's portfolio in Q2 2026, its #8 holding.
  • Untitled Investments first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Untitled Investments's Microsoft position peaked at $47.9M in Q1 2023.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Untitled Investments's 13F filing for Q2 2026, filed 14 Aug 2026.