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Chico Wealth RIA’s Microsoft MSFT Stock Holding History

Chico Wealth RIA’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 		$967K Buy
2,593
+562
+28% +$227K 0.5% 16
2026
Q1 		$752K Sell
2,031
-450
-18% -$188K 0.46% 21
2025
Q4 		$1.2M Buy
2,481
+311
+14% +$156K 0.78% 11
2025
Q3 		$1.12M Sell
2,170
-39
-2% -$19.9K 0.76% 11
2025
Q2 		$1.1M Buy
2,209
+126
+6% +$54.7K 0.87% 9
2025
Q1 		$782K Buy
2,083
+5
+0.2% +$2.04K 0.68% 10
2024
Q4 		$876K Sell
2,078
-250
-11% -$106K 0.77% 9
2024
Q3 		$1M Buy
2,328
+258
+12% +$110K 0.86% 11
2024
Q2 		$925K Buy
2,070
+157
+8% +$66.3K 0.85% 12
2024
Q1 		$805K Buy
1,913
+461
+32% +$187K 0.76% 13
2023
Q4 		$546K Hold
1,452
– – 0.57% 14
2023
Q3 		$458K Sell
1,452
-4
-0.3% -$1.32K 0.55% 13
2023
Q2 		$496K Hold
1,456
– – 0.59% 14
2023
Q1 		$420K Hold
1,456
– – 0.54% 14
2022
Q4 		$349K Hold
1,456
– – 0.39% 16
2022
Q3 		$339K Hold
1,456
– – 0.39% 18
2022
Q2 		$374K Hold
1,456
– – 0.3% 19
2022
Q1 		$449K Buy
+1,456
New +$438K 0.36% 19

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chico Wealth RIA's MSFT Position: Q2 2026 in Review

Chico Wealth RIA increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $227K and bringing the position to 2,593 shares worth $967K. The position accounts for 0.5% of the portfolio, ranked #16.

Chico Wealth RIA first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Chico Wealth RIA held 2,593 shares of Microsoft worth $967K as of Q2 2026.
  • Chico Wealth RIA bought 562 Microsoft shares in Q2 2026, an estimated $227K.
  • Microsoft made up 0.5% of Chico Wealth RIA's portfolio in Q2 2026, its #16 holding.
  • Chico Wealth RIA first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Chico Wealth RIA's Microsoft position peaked at $1.2M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.