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B. Riley Wealth Advisors’s Microsoft MSFT Stock Holding History

B. Riley Wealth 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 		$30.1M Sell
81,778
-1,446
-2% -$585K 1.61% 6
2026
Q1 		$29.9M Sell
83,224
-21,851
-21% -$9.14M 1.89% 6
2025
Q4 		$50.8M Sell
105,075
-6,587
-6% -$3.3M 2.34% 3
2025
Q3 		$57.8M Sell
111,662
-9,957
-8% -$5.08M 2.68% 3
2025
Q2 		$60.5M Buy
+121,619
New +$52.8M 2.84% 3
2024
Q4 		$88.9M Sell
210,855
-29,245
-12% -$12.5M 2.91% 3
2024
Q3 		$102M Sell
240,100
-36,969
-13% -$15.8M 2.84% 4
2024
Q2 		$124M Sell
277,069
-14,378
-5% -$6.07M 3.15% 3
2024
Q1 		$92M Buy
291,447
+19,619
+7% +$7.94M 2.49% 4
2023
Q4 		$102M Sell
271,828
-19,619
-7% -$6.98M 2.75% 3
2023
Q3 		$92M Buy
291,447
+13,085
+5% +$4.32M 2.49% 4
2023
Q2 		$94.8M Sell
278,362
-32,837
-11% -$10.3M 2.13% 4
2023
Q1 		$89.7M Buy
311,199
+276
+0.1% +$70.4K 2.39% 2
2022
Q4 		$74.6M Sell
310,923
-27,577
-8% -$6.62M 2.09% 4
2022
Q3 		$78.8M Buy
338,500
+87,241
+35% +$23M 2.38% 2
2022
Q2 		$64.5M Sell
251,259
-19,899
-7% -$5.4M 2.72% 2
2022
Q1 		$83.6M Sell
271,158
-14,420
-5% -$4.34M 2.74% 3
2021
Q4 		$95.7M Buy
285,578
+5,351
+2% +$1.73M 2.76% 2
2021
Q3 		$78.6M Buy
280,227
+10,019
+4% +$2.92M 2.5% 2
2021
Q2 		$72.5M Sell
270,208
-1,755
-0.6% -$446K 2.35% 2
2021
Q1 		$64M Buy
271,963
+83,576
+44% +$19.4M 2.26% 2
2020
Q4 		$41.9M Sell
188,387
-35,337
-16% -$7.6M 2.24% 2
2020
Q3 		$46.7M Buy
223,724
+44,845
+25% +$9.42M 2.49% 2
2020
Q2 		$36.4M Buy
178,879
+432
+0.2% +$78.4K 2.43% 2
2020
Q1 		$27.9M Buy
178,447
+42,499
+31% +$6.99M 2.38% 2
2019
Q4 		$21.4M Buy
135,948
+7,786
+6% +$1.14M 1.82% 3
2019
Q3 		$17.8M Buy
128,162
+14,443
+13% +$1.99M 1.76% 4
2019
Q2 		$15.2M Buy
113,719
+7,313
+7% +$928K 1.67% 5
2019
Q1 		$12.5M Buy
106,406
+5,786
+6% +$631K 1.57% 8
2018
Q4 		$10.2M Buy
100,620
+616
+0.6% +$66K 1.46% 9
2018
Q3 		$11.4M Buy
100,004
+3,432
+4% +$372K 1.36% 9
2018
Q2 		$9.53M Buy
96,572
+6,546
+7% +$634K 1.26% 10
2018
Q1 		$8.22M Sell
90,026
-13,537
-13% -$1.24M 1.15% 11
2017
Q4 		$8.86M Buy
103,563
+1,446
+1% +$119K 1.2% 10
2017
Q3 		$7.61M Buy
102,117
+393
+0.4% +$28.7K 1.26% 9
2017
Q2 		$7.02M Buy
101,724
+3,045
+3% +$209K 1.27% 7
2017
Q1 		$6.5M Sell
98,679
-3,976
-4% -$255K 1.3% 7
2016
Q4 		$6.38M Sell
102,655
-1,526
-1% -$91.8K 1.3% 7
2016
Q3 		$4.82M Buy
104,181
+504
+0.5% +$28.4K 0.95% 13
2016
Q2 		$4.17M Buy
103,677
+528
+0.5% +$27.4K 0.83% 15
2016
Q1 		$4.37M Buy
103,149
+2,219
+2% +$116K 1.01% 10
2015
Q4 		$5.6M Buy
100,930
+23,374
+30% +$1.23M 1.13% 8
2015
Q3 		$3.44M Buy
77,556
+15,477
+25% +$695K 0.83% 16
2015
Q2 		$2.74M Sell
62,079
-15,685
-20% -$716K 0.68% 25
2015
Q1 		$3.16M Sell
77,764
-63,609
-45% -$2.77M 0.77% 18
2014
Q4 		$35.9K Buy
141,373
+71,668
+103% +$3.36M 0.77% 11
2014
Q3 		$3.31M Sell
69,705
-77,455
-53% -$3.46M 0.86% 15
2014
Q2 		$3.13M Buy
147,160
+80,416
+120% +$3.25M 0.74% 13
2014
Q1 		$2.74M Sell
66,744
-308
-0.5% -$11.6K 0.83% 17
2013
Q4 		$2.51M Buy
67,052
+2,226
+3% +$80.9K 0.8% 19
2013
Q3 		$2.16M Buy
64,826
+8,398
+15% +$276K 0.74% 20
2013
Q2 		$1.95M Buy
+56,428
New +$1.85M 0.66% 24

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

B. Riley Wealth Advisors's MSFT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $585K and leaving 81,778 shares worth $30.1M. The position accounts for 1.61% of the portfolio, ranked #6.

B. Riley Wealth Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $124M in Q2 2024. 2,175 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • B. Riley Wealth Advisors held 81,778 shares of Microsoft worth $30.1M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,446 Microsoft shares in Q2 2026, an estimated $585K.
  • Microsoft made up 1.61% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • B. Riley Wealth Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Microsoft position peaked at $124M in Q2 2024.
  • 2,175 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.