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Wasatch Advisors’s Microsoft MSFT Stock Holding History

Wasatch 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 		$5.61M Buy
+15,027
New +$6.08M 0.04% 172
2025
Q4 		– Sell
-411
Closed -$213K – 237
2025
Q3 		$213K Buy
411
+2
+0.5% +$1.02K ﹤0.01% 228
2025
Q2 		$203K Buy
+409
New +$178K ﹤0.01% 230
2017
Q3 		– Sell
-47,224
Closed -$3.25M – 340
2017
Q2 		$3.25M Sell
47,224
-11,305
-19% -$776K 0.05% 192
2017
Q1 		$3.85M Sell
58,529
-26,396
-31% -$1.69M 0.06% 190
2016
Q4 		$5.28M Sell
84,925
-15,055
-15% -$906K 0.08% 166
2016
Q3 		$5.76M Sell
99,980
-20,320
-17% -$1.15M 0.09% 180
2016
Q2 		$6.16M Buy
120,300
+27,923
+30% +$1.45M 0.09% 182
2016
Q1 		$5.08M Sell
92,377
-296,096
-76% -$15.5M 0.08% 199
2015
Q4 		$21.6M Sell
388,473
-446,195
-53% -$23.5M 0.3% 97
2015
Q3 		$36.9M Sell
834,668
-194,705
-19% -$8.74M 0.49% 70
2015
Q2 		$45.4M Sell
1,029,373
-84,644
-8% -$3.86M 0.5% 68
2015
Q1 		$45.3M Buy
1,114,017
+38,115
+4% +$1.66M 0.47% 74
2014
Q4 		$50M Sell
1,075,902
-1,017,126
-49% -$47.7M 0.52% 66
2014
Q3 		$97M Sell
2,093,028
-118,545
-5% -$5.29M 1.02% 25
2014
Q2 		$92.2M Sell
2,211,573
-57,114
-3% -$2.31M 0.9% 25
2014
Q1 		$93M Sell
2,268,687
-381,042
-14% -$14.3M 0.9% 24
2013
Q4 		$99.2M Sell
2,649,729
-105,153
-4% -$3.82M 0.97% 20
2013
Q3 		$91.8M Sell
2,754,882
-184,243
-6% -$6.06M 0.95% 22
2013
Q2 		$101M Buy
+2,939,125
New +$96.3M 1.11% 14

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wasatch Advisors's MSFT Position: Q2 2026 in Review

Wasatch Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 15,027 shares worth $5.61M. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Wasatch Advisors previously reported a position in MSFT as recently as Q3 2025.

Wasatch Advisors first reported a position in MSFT in Q2 2013 and has held it in 20 quarters since. The position peaked at $101M in Q2 2013. 2,721 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wasatch Advisors held 15,027 shares of Microsoft worth $5.61M as of Q2 2026.
  • Microsoft was a new Wasatch Advisors position in Q2 2026.
  • Microsoft made up 0.04% of Wasatch Advisors's portfolio in Q2 2026, its #172 holding.
  • Wasatch Advisors first reported a position in Microsoft in Q2 2013 and has held it in 20 quarters since.
  • Wasatch Advisors's Microsoft position peaked at $101M in Q2 2013.
  • 2,721 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.