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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 		$774K Sell
2,100
-47,900
-96% -$19.4M 0.04% 361
2026
Q1 		$179K Buy
+50,000
New +$20.9M 0.01% 738
2025
Q3 		– Sell
-4,240
Closed -$2.11M – 1151
2025
Q2 		$2.11M Buy
+4,240
New +$1.84M 0.1% 197

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. 2,196 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.
  • 2,196 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.