Wasatch Advisors
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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
Q3 		$7.03M Sell
13,701
-1,326
-9% -$613K 0.05% 155
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 -$3.26M – 340
2017
Q2 		$3.26M Sell
47,224
-11,305
-19% -$776K 0.05% 192
2017
Q1 		$3.86M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Wasatch Advisors's MSFT Position: Q3 2026 in Review

Wasatch Advisors reduced its Microsoft (MSFT) stake by 8.8% in Q3 2026, selling an estimated $613K and leaving 13,701 shares worth $7.03M. The position accounts for 0.05% of the portfolio, ranked #155.

Wasatch Advisors first reported a position in MSFT in Q2 2013 and has held it in 21 quarters since. The position peaked at $101M in Q2 2013. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wasatch Advisors held 13,701 shares of Microsoft worth $7.03M as of Q3 2026.
  • Wasatch Advisors sold 1,326 Microsoft shares in Q3 2026, an estimated $613K.
  • Microsoft made up 0.05% of Wasatch Advisors's portfolio in Q3 2026, its #155 holding.
  • Wasatch Advisors first reported a position in Microsoft in Q2 2013 and has held it in 21 quarters since.
  • Wasatch Advisors's Microsoft position peaked at $101M in Q2 2013.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.