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 Q1	$666K	Buy	+1,800	New	+$753K	0.07%	148

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

ZEGA Investments's MSFT Position: Q1 2026 in Review

ZEGA Investments reduced its Microsoft (MSFT) stake by 8% in Q1 2026, selling an estimated $1.24M and leaving 34,213 shares worth $12.7M. The position accounts for 1.42% of the portfolio, ranked #13.

ZEGA Investments first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

ZEGA Investments held 34,213 shares of Microsoft worth $12.7M as of Q1 2026.
ZEGA Investments sold 2,966 Microsoft shares in Q1 2026, an estimated $1.24M.
Microsoft made up 1.42% of ZEGA Investments's portfolio in Q1 2026, its #13 holding.
ZEGA Investments first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
ZEGA Investments's Microsoft position peaked at $18M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.