Dock Street Asset Management Trims Microsoft Stake

Investment firm sells 9,143 shares of tech giant in Q4

Apr. 11, 2026 at 7:27am

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An extreme close-up of complex, interlocking metal gears and machinery, dramatically lit to convey the secure, institutional power of the global financial system.Dock Street Asset Management's reduced stake in Microsoft highlights the careful monitoring of the tech giant's performance by major institutional investors.Redmond Today

Dock Street Asset Management Inc. reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.3% during the fourth quarter, according to a recent 13F filing. The investment firm sold 9,143 shares of the software company's stock, leaving it with a total of 100,993 shares worth $48.8 million.

Why it matters

Microsoft is a bellwether tech stock, so changes to major institutional investors' positions can provide insights into broader market trends and investor sentiment around the company.

The details

Dock Street Asset Management's reduced stake in Microsoft comes amid a broader pullback in the stock's valuation from its all-time highs reached in 2022. The firm's holdings in Microsoft now make up about 4.5% of its total investment portfolio.

  • Dock Street Asset Management filed its 13F report for the fourth quarter of 2025 on April 11, 2026.
  • The firm sold 9,143 Microsoft shares during the fourth quarter of 2025.

The players

Dock Street Asset Management Inc.

An investment management firm based in the United States that oversees a portfolio of stocks, bonds, and other assets.

Microsoft Corporation

A multinational technology company headquartered in Redmond, Washington that develops software, consumer electronics, personal computers, and related services.

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What they’re saying

“Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock, an increase of 1.1% in the first quarter.”

— Vanguard Group Inc.

“State Street Corp now owns 299,196,519 shares of the software giant's stock, an increase of 1.1% in the second quarter.”

— State Street Corp

What’s next

Investors will be closely watching Microsoft's upcoming quarterly earnings report to see if the stock's valuation continues to fluctuate amid broader market conditions.

The takeaway

While Dock Street Asset Management reduced its Microsoft holdings, the stock remains a core position in the firm's portfolio. The move highlights how even major institutional investors are carefully monitoring the tech giant's performance and making tactical adjustments to their positions.