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Paul R. Ried Financial Group’s Microsoft MSFT Stock Holding History

Paul R. Ried Financial Group’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 		$19.4M Sell
52,068
-3,447
-6% -$1.39M 8.48% 5
2026
Q1 		$20.6M Buy
55,515
+686
+1% +$287K 9.55% 4
2025
Q4 		$26.5M Sell
54,829
-1,529
-3% -$766K 12.52% 2
2025
Q3 		$29.2M Buy
56,358
+2,032
+4% +$1.04M 14.77% 2
2025
Q2 		$27M Buy
54,326
+455
+0.8% +$198K 16.35% 1
2025
Q1 		$20.2M Sell
53,871
-2,523
-4% -$1.03M 14.09% 1
2024
Q4 		$23.8M Buy
+56,394
New +$24M 16.67% 1

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

Paul R. Ried Financial Group's MSFT Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its Microsoft (MSFT) stake by 6.2% in Q2 2026, selling an estimated $1.39M and leaving 52,068 shares worth $19.4M. The position accounts for 8.48% of the portfolio, ranked #5.

Paul R. Ried Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.2M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Paul R. Ried Financial Group held 52,068 shares of Microsoft worth $19.4M as of Q2 2026.
  • Paul R. Ried Financial Group sold 3,447 Microsoft shares in Q2 2026, an estimated $1.39M.
  • Microsoft made up 8.48% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #5 holding.
  • Paul R. Ried Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Microsoft position peaked at $29.2M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.