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Ursa Fund Management’s Microsoft MSFT Stock Holding History

Ursa Fund 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
2026
Q2 		$205M Buy
+550,000
New +$223M 16.04% 1
2026
Q1 		– Sell
-1,337,400
Closed -$647M – 42
2025
Q4 		$647M Buy
+1,337,400
New +$670M 26.52% 2
2025
Q1 		– Sell
-1,008,500
Closed -$425M – 25
2024
Q4 		$425M Buy
+1,008,500
New +$430M 31.94% 2

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

Ursa Fund Management's MSFT Position: Q2 2026 in Review

Ursa Fund Management opened a new position in Microsoft (MSFT) in Q2 2026: 550,000 shares worth $205M. The stake represents 16.04% of the portfolio and ranks #1 among its holdings. This is a return to the name: Ursa Fund Management previously reported a position in MSFT as recently as Q4 2025.

Ursa Fund Management first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. The position peaked at $647M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ursa Fund Management held 550,000 shares of Microsoft worth $205M as of Q2 2026.
  • Microsoft was a new Ursa Fund Management position in Q2 2026.
  • Microsoft made up 16.04% of Ursa Fund Management's portfolio in Q2 2026, its #1 holding.
  • Ursa Fund Management first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • Ursa Fund Management's Microsoft position peaked at $647M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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