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	$1.11M	Sell	3,000 -1,000	-25%	-$418K	0.25%	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 $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

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.