V-Square Quantitative Management’s Microsoft MSFT Stock Holding History

V-Square Quantitative 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 Q3	$73M	Buy	142,409 +1,655	+1%	+$765K	6.71%	3
2026 Q2	$52.5M	Buy	140,754 +4,506	+3%	+$1.82M	4.99%	3
2026 Q1	$50.4M	Buy	136,248 +782	+0.6%	+$327K	5.33%	3
2025 Q4	$65.5M	Sell	135,466 -14,563	-10%	-$7.3M	6.81%	3
2025 Q3	$77.7M	Buy	150,029 +8,641	+6%	+$4.41M	13.11%	2
2025 Q2	$70.3M	Sell	141,388 -808	-0.6%	-$351K	9.42%	2
2025 Q1	$53.4M	Buy	142,196 +6,108	+4%	+$2.49M	7.79%	2
2024 Q4	$57.4M	Buy	136,088 +5,057	+4%	+$2.15M	8.13%	2
2024 Q3	$56.4M	Buy	131,031 +14,327	+12%	+$6.12M	8.28%	2
2024 Q2	$52.2M	Sell	116,704 -1,574	-1%	-$665K	8.45%	2
2024 Q1	$49.8M	Buy	118,278 +30,654	+35%	+$12.4M	6.96%	2
2023 Q4	$33M	Buy	87,624 +39,775	+83%	+$14.2M	5.83%	2
2023 Q3	$15.1M	Buy	47,849 +4,203	+10%	+$1.39M	6.65%	1
2023 Q2	$14.9M	Sell	43,646 -950	-2%	-$298K	10.84%	1
2023 Q1	$12.9M	Buy	+44,596	New	+$11.4M	11.85%	1

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

V-Square Quantitative Management's MSFT Position: Q3 2026 in Review

V-Square Quantitative Management increased its Microsoft (MSFT) stake by 1.2% in Q3 2026, buying an estimated $765K and bringing the position to 142,409 shares worth $73M. The position accounts for 6.71% of the portfolio, ranked #3.

V-Square Quantitative Management first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $77.7M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

V-Square Quantitative Management held 142,409 shares of Microsoft worth $73M as of Q3 2026.
V-Square Quantitative Management bought 1,655 Microsoft shares in Q3 2026, an estimated $765K.
Microsoft made up 6.71% of V-Square Quantitative Management's portfolio in Q3 2026, its #3 holding.
V-Square Quantitative Management first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
V-Square Quantitative Management's Microsoft position peaked at $77.7M in Q3 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.