Dale Q Rice Investment Management’s Microsoft MSFT Stock Holding History

Dale Q Rice Investment Management’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	$1.51M	Buy	4,042 +48	+1%	+$19.4K	0.82%	16
2026 Q1	$1.48M	Sell	3,994 -4	-0.1%	-$1.67K	1.12%	14
2025 Q4	$1.93M	Sell	3,998 -13	-0.3%	-$6.51K	1.39%	13
2025 Q3	$2.1M	Sell	4,011 -2	-0%	-$1.02K	1.48%	13
2025 Q2	$2.03M	Sell	4,013 -3,343	-45%	-$1.45M	1.68%	13
2025 Q1	$2.76M	Sell	7,356 -652	-8%	-$266K	1.43%	16
2024 Q4	$3.38M	Buy	+8,008	New	+$3.41M	1.48%	14

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dale Q Rice Investment Management's MSFT Position: Q2 2026 in Review

Dale Q Rice Investment Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,042 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #16.

Dale Q Rice Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q4 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Dale Q Rice Investment Management held 4,042 shares of Microsoft worth $1.51M as of Q2 2026.
Dale Q Rice Investment Management bought 48 Microsoft shares in Q2 2026, an estimated $19.4K.
Microsoft made up 0.82% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #16 holding.
Dale Q Rice Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's Microsoft position peaked at $3.38M in Q4 2024.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.