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Frank Rimerman Advisors’s Microsoft MSFT Stock Holding History

Frank Rimerman 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 		$41M Sell
109,867
-17,038
-13% -$6.89M 2.32% 9
2026
Q1 		$47M Buy
126,905
+4,041
+3% +$1.69M 3.08% 7
2025
Q4 		$59.4M Buy
122,864
+1,831
+2% +$918K 3.77% 5
2025
Q3 		$62.7M Buy
121,033
+810
+0.7% +$413K 4.02% 6
2025
Q2 		$59.8M Sell
120,223
-6,684
-5% -$2.9M 4.02% 5
2025
Q1 		$47.6M Buy
126,907
+6,527
+5% +$2.66M 3.78% 6
2024
Q4 		$50.7M Sell
120,380
-13,330
-10% -$5.68M 3.68% 7
2024
Q3 		$57.5M Sell
133,710
-8,510
-6% -$3.64M 4.08% 5
2024
Q2 		$63.6M Buy
142,220
+122,526
+622% +$51.7M 4.5% 5
2024
Q1 		$8.29M Buy
19,694
+2,122
+12% +$859K 1.59% 13
2023
Q4 		$6.61M Buy
17,572
+1,509
+9% +$537K 1.38% 14
2023
Q3 		$5.07M Buy
16,063
+761
+5% +$251K 1.23% 16
2023
Q2 		$5.21M Buy
15,302
+326
+2% +$102K 1.24% 17
2023
Q1 		$4.32M Buy
14,976
+921
+7% +$235K 1.19% 16
2022
Q4 		$3.37M Sell
14,055
-33
-0.2% -$7.92K 1.05% 18
2022
Q3 		$3.28M Buy
14,088
+4,363
+45% +$1.15M 1.18% 18
2022
Q2 		$2.5M Sell
9,725
-2,444
-20% -$663K 0.95% 21
2022
Q1 		$3.75M Buy
12,169
+2,752
+29% +$828K 1.2% 16
2021
Q4 		$3.17M Sell
9,417
-81
-0.9% -$26.3K 1.06% 17
2021
Q3 		$2.68M Sell
9,498
-1,241
-12% -$361K 1.03% 18
2021
Q2 		$2.91M Hold
10,739
– – 1.14% 16
2021
Q1 		$2.53M Sell
10,739
-1,400
-12% -$325K 1.12% 17
2020
Q4 		$2.7M Buy
+12,139
New +$2.61M 1.22% 15

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

Frank Rimerman Advisors's MSFT Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $6.89M and leaving 109,867 shares worth $41M. The position accounts for 2.32% of the portfolio, ranked #9.

Frank Rimerman Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $63.6M in Q2 2024. 2,367 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Frank Rimerman Advisors held 109,867 shares of Microsoft worth $41M as of Q2 2026.
  • Frank Rimerman Advisors sold 17,038 Microsoft shares in Q2 2026, an estimated $6.89M.
  • Microsoft made up 2.32% of Frank Rimerman Advisors's portfolio in Q2 2026, its #9 holding.
  • Frank Rimerman Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Frank Rimerman Advisors's Microsoft position peaked at $63.6M in Q2 2024.
  • 2,367 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.