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 Q1	–	Sell	-5,300	Closed	-$2.56M	–	1043
2025 Q4	$2.56M	Buy	+5,300	New	+$2.66M	0.12%	173
2025 Q3	–	Sell	-5,450	Closed	-$2.71M	–	1152
2025 Q2	$2.71M	Buy	+5,450	New	+$2.37M	0.13%	163

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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.