Value Aligned Research Advisors’s Microsoft MSFT Stock Holding History

Value Aligned Research Advisors’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	$138K	Hold	374	–	–	﹤0.01%	104
2025 Q4	$181K	Hold	374	–	–	﹤0.01%	86
2025 Q3	$194K	Sell	374 -92	-20%	-$46.9K	﹤0.01%	79
2025 Q2	$232K	Buy	466 +346	+288%	+$150K	﹤0.01%	67
2025 Q1	$45K	Sell	120 -262	-69%	-$107K	﹤0.01%	61
2024 Q4	$161K	Sell	382 -1,598	-81%	-$681K	0.04%	36
2024 Q3	$911K	Buy	1,980 +1,090	+122%	+$466K	0.24%	16
2024 Q2	$398K	Buy	+890	New	+$376K	0.09%	19
2023 Q2	–	Sell	-119,706	Closed	-$34.5M	–	20
2023 Q1	$34.5M	Buy	119,706 +61,332	+105%	+$15.6M	12.22%	4
2022 Q4	$14M	Buy	+58,374	New	+$14M	6.35%	4

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Value Aligned Research Advisors's MSFT Position: Q1 2026 in Review

Value Aligned Research Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 374 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #104.

Value Aligned Research Advisors first reported a position in MSFT in Q4 2022 and has held it in 10 quarters since. The position peaked at $34.5M in Q1 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Value Aligned Research Advisors held 374 shares of Microsoft worth $138K as of Q1 2026.
Value Aligned Research Advisors left its Microsoft share count unchanged in Q1 2026.
Microsoft made up ﹤0.01% of Value Aligned Research Advisors's portfolio in Q1 2026, its #104 holding.
Value Aligned Research Advisors first reported a position in Microsoft in Q4 2022 and has held it in 10 quarters since.
Value Aligned Research Advisors's Microsoft position peaked at $34.5M in Q1 2023.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.