Kayne Anderson Rudnick Investment Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.7M Sell
93,100
-12,700
-12% -$5.14M 0.11% 145
2026
Q1
$39.2M Sell
105,800
-18,159
-15% -$7.6M 0.12% 137
2025
Q4
$59.9M Sell
123,959
-6,596
-5% -$3.31M 0.16% 118
2025
Q3
$67.6M Buy
130,555
+19,604
+18% +$10M 0.16% 116
2025
Q2
$55.2M Sell
110,951
-2,164
-2% -$940K 0.13% 128
2025
Q1
$42.5M Buy
113,115
+4,750
+4% +$1.94M 0.1% 144
2024
Q4
$45.7M Buy
108,365
+6,983
+7% +$2.97M 0.11% 147
2024
Q3
$43.6M Buy
101,382
+3,409
+3% +$1.46M 0.1% 148
2024
Q2
$43.8M Buy
97,973
+982
+1% +$415K 0.11% 147
2024
Q1
$40.8M Sell
96,991
-1,329
-1% -$538K 0.09% 151
2023
Q4
$37M Buy
98,320
+639
+0.7% +$227K 0.09% 156
2023
Q3
$30.8M Buy
97,681
+3,644
+4% +$1.2M 0.09% 156
2023
Q2
$32M Sell
94,037
-1,437
-2% -$450K 0.09% 155
2023
Q1
$27.5M Buy
95,474
+8,301
+10% +$2.12M 0.08% 159
2022
Q4
$20.9M Buy
87,173
+8,444
+11% +$2.03M 0.07% 188
2022
Q3
$18.3M Sell
78,729
-1,389
-2% -$367K 0.06% 190
2022
Q2
$20.6M Buy
80,118
+7,646
+11% +$2.08M 0.06% 178
2022
Q1
$22.3M Sell
72,472
-26,834
-27% -$8.07M 0.06% 189
2021
Q4
$33.4M Sell
99,306
-729
-0.7% -$236K 0.08% 171
2021
Q3
$28.2M Buy
100,035
+2,058
+2% +$599K 0.07% 172
2021
Q2
$26.5M Buy
97,977
+1,158
+1% +$294K 0.07% 176
2021
Q1
$22.8M Buy
96,819
+381
+0.4% +$88.4K 0.06% 174
2020
Q4
$21.4M Buy
96,438
+8,995
+10% +$1.93M 0.06% 177
2020
Q3
$18.4M Buy
87,443
+6,009
+7% +$1.26M 0.07% 173
2020
Q2
$16.6M Buy
81,434
+40,975
+101% +$7.44M 0.07% 168
2020
Q1
$6.38M Buy
40,459
+5,400
+15% +$888K 0.04% 201
2019
Q4
$5.53M Buy
35,059
+2,572
+8% +$378K 0.03% 220
2019
Q3
$4.52M Buy
32,487
+9,736
+43% +$1.34M 0.02% 228
2019
Q2
$3.05M Buy
22,751
+4,632
+26% +$588K 0.02% 243
2019
Q1
$2.14M Buy
18,119
+5,594
+45% +$610K 0.01% 245
2018
Q4
$1.27M Sell
12,525
-65
-0.5% -$6.96K 0.01% 280
2018
Q3
$1.44M Buy
12,590
+144
+1% +$15.6K 0.01% 269
2018
Q2
$1.23M Buy
12,446
+124
+1% +$12K 0.01% 280
2018
Q1
$1.13M Buy
12,322
+298
+2% +$27.3K 0.01% 295
2017
Q4
$1.03M Sell
12,024
-286
-2% -$23.5K 0.01% 293
2017
Q3
$917K Buy
12,310
+438
+4% +$32K 0.01% 293
2017
Q2
$818K Sell
11,872
-860
-7% -$59K 0.01% 299
2017
Q1
$839K Sell
12,732
-36
-0.3% -$2.31K 0.01% 302
2016
Q4
$793K Buy
12,768
+36
+0.3% +$2.17K 0.01% 295
2016
Q3
$733K Hold
12,732
0.01% 299
2016
Q2
$651K Hold
12,732
0.01% 298
2016
Q1
$703K Hold
12,732
0.01% 281
2015
Q4
$706K Sell
12,732
-600
-5% -$31.6K 0.01% 291
2015
Q3
$590K Hold
13,332
0.01% 282
2015
Q2
$589K Sell
13,332
-467
-3% -$21.3K 0.01% 267
2015
Q1
$561K Hold
13,799
0.01% 268
2014
Q4
$641K Buy
13,799
+1,838
+15% +$86.3K 0.01% 269
2014
Q3
$555K Sell
11,961
-2,338
-16% -$104K 0.01% 267
2014
Q2
$596K Hold
14,299
0.01% 267
2014
Q1
$586K Hold
14,299
0.01% 256
2013
Q4
$535K Hold
14,299
0.01% 246
2013
Q3
$476K Hold
14,299
0.01% 247
2013
Q2
$494K Buy
+14,299
New +$468K 0.01% 239

Other funds holding MSFT

Kayne Anderson Rudnick Investment Management's MSFT Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $5.14M and leaving 93,100 shares worth $34.7M. The position accounts for 0.11% of the portfolio, ranked #145.

Kayne Anderson Rudnick Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.6M in Q3 2025. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 93,100 shares of Microsoft worth $34.7M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 12,700 Microsoft shares in Q2 2026, an estimated $5.14M.
  • Microsoft made up 0.11% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #145 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Kayne Anderson Rudnick Investment Management's Microsoft position peaked at $67.6M in Q3 2025.
  • 6,190 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.