ZEGA Investments’s Microsoft MSFT Stock Holding History

ZEGA Investments’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	$634K	Sell	1,700 -100	-6%	-$40.5K	0.07%	164
2026 Q1	$666K	Buy	+1,800	New	+$753K	0.07%	148

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

ZEGA Investments's MSFT Position: Q2 2026 in Review

ZEGA Investments increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.59M and bringing the position to 38,149 shares worth $14.2M. The position accounts for 1.46% of the portfolio, ranked #14.

ZEGA Investments first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ZEGA Investments held 38,149 shares of Microsoft worth $14.2M as of Q2 2026.
ZEGA Investments bought 3,936 Microsoft shares in Q2 2026, an estimated $1.59M.
Microsoft made up 1.46% of ZEGA Investments's portfolio in Q2 2026, its #14 holding.
ZEGA Investments first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's Microsoft position peaked at $18M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.