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 Q2	$349M	Buy	935,900 +482,600	+106%	+$195M	0.87%	30
2026 Q1	$168M	Buy	453,300 +29,200	+7%	+$12.2M	0.81%	28
2025 Q4	$205M	Buy	424,100 +57,900	+16%	+$29M	2.06%	15
2025 Q3	$190M	Buy	366,200 +97,400	+36%	+$49.7M	2.32%	17
2025 Q2	$134M	Buy	268,800 +252,700	+1,570%	+$110M	2.82%	14
2025 Q1	$6.04M	Sell	16,100 -7,000	-30%	-$2.85M	0.44%	29
2024 Q4	$110K	Buy	+23,100	New	+$9.84M	0.03%	40
2024 Q3	–	Sell	-2,300	Closed	-$27.4K	–	28
2024 Q2	$27.4K	Buy	+2,300	New	+$971K	0.01%	22

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Value Aligned Research Advisors's MSFT Position: Q2 2026 in Review

Value Aligned Research Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 374 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Value Aligned Research Advisors first reported a position in MSFT in Q4 2022 and has held it in 11 quarters since. The position peaked at $34.5M in Q1 2023. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Value Aligned Research Advisors held 374 shares of Microsoft worth $140K as of Q2 2026.
Value Aligned Research Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up ﹤0.01% of Value Aligned Research Advisors's portfolio in Q2 2026, its #119 holding.
Value Aligned Research Advisors first reported a position in Microsoft in Q4 2022 and has held it in 11 quarters since.
Value Aligned Research Advisors's Microsoft position peaked at $34.5M in Q1 2023.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.