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 Q2	$3.36M	Buy	9,000 +6,000	+200%	+$2.43M	0.73%	50
2026 Q1	$1.11M	Sell	3,000 -1,000	-25%	-$418K	0.26%	111
2025 Q4	$1.93M	Sell	4,000 -3,000	-43%	-$1.5M	0.46%	71
2025 Q3	$3.63M	Buy	7,000 +2,000	+40%	+$1.02M	0.88%	33
2025 Q2	$2.49M	Hold	5,000	–	–	0.67%	48
2025 Q1	$1.88M	Sell	5,000 -2,000	-29%	-$815K	0.59%	57
2024 Q4	$2.95M	Hold	7,000	–	–	0.82%	36
2024 Q3	$3.01M	Sell	7,000 -2,000	-22%	-$855K	0.93%	32
2024 Q2	$4.02M	Buy	9,000 +3,000	+50%	+$1.27M	1.25%	17
2024 Q1	$2.52M	Buy	+6,000	New	+$2.43M	0.86%	35

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

VELA Investment Management's MSFT Position: Q2 2026 in Review

VELA Investment Management increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $170K and bringing the position to 9,618 shares worth $3.59M. The position accounts for 0.78% of the portfolio, ranked #44.

VELA Investment Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q2 2024. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

VELA Investment Management held 9,618 shares of Microsoft worth $3.59M as of Q2 2026.
VELA Investment Management bought 419 Microsoft shares in Q2 2026, an estimated $170K.
Microsoft made up 0.78% of VELA Investment Management's portfolio in Q2 2026, its #44 holding.
VELA Investment Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
VELA Investment Management's Microsoft position peaked at $3.8M in Q2 2024.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.