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VELA Investment Management’s Microsoft MSFT Stock Holding History

VELA Investment 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
Q1 		$3.41M Buy
9,199
+1,931
+27% +$808K 0.78% 41
2025
Q4 		$3.52M Hold
7,268
– – 0.83% 37
2025
Q3 		$3.76M Sell
7,268
-364
-5% -$186K 0.92% 29
2025
Q2 		$3.8M Sell
7,632
-329
-4% -$143K 1.03% 27
2025
Q1 		$2.99M Sell
7,961
-547
-6% -$223K 0.94% 35
2024
Q4 		$3.59M Hold
8,508
– – 1% 28
2024
Q3 		$3.66M Sell
8,508
-3
-0% -$1.28K 1.13% 24
2024
Q2 		$3.8M Sell
8,511
-17
-0.2% -$7.18K 1.18% 20
2024
Q1 		$3.59M Sell
8,528
-50
-0.6% -$20.2K 1.22% 18
2023
Q4 		$3.23M Buy
8,578
+17
+0.2% +$6.05K 1.23% 19
2023
Q3 		$2.7M Buy
8,561
+1,494
+21% +$494K 1.19% 19
2023
Q2 		$2.41M Buy
7,067
+1
+0% +$313 1.11% 25
2023
Q1 		$2.04M Buy
7,066
+1,208
+21% +$308K 0.93% 32
2022
Q4 		$1.4M Buy
5,858
+696
+13% +$167K 0.69% 48
2022
Q3 		$1.2M Hold
5,162
– – 0.68% 44
2022
Q2 		$1.33M Buy
5,162
+1
+0% +$271 0.76% 41
2022
Q1 		$1.59M Buy
5,161
+340
+7% +$102K 1% 31
2021
Q4 		$1.62M Buy
+4,821
New +$1.56M 1.09% 29

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VELA Investment Management's MSFT Position: Q1 2026 in Review

VELA Investment Management increased its Microsoft (MSFT) stake by 27% in Q1 2026, buying an estimated $808K and bringing the position to 9,199 shares worth $3.41M. The position accounts for 0.78% of the portfolio, ranked #41.

VELA Investment Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.8M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • VELA Investment Management held 9,199 shares of Microsoft worth $3.41M as of Q1 2026.
  • VELA Investment Management bought 1,931 Microsoft shares in Q1 2026, an estimated $808K.
  • Microsoft made up 0.78% of VELA Investment Management's portfolio in Q1 2026, its #41 holding.
  • VELA Investment Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • VELA Investment Management's Microsoft position peaked at $3.8M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.