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Rakuten Investment Management’s Microsoft MSFT Stock Holding History

Rakuten 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
Q1 		$446M Buy
1,242,866
+135,421
+12% +$56.7M 0.91% 7
2025
Q4 		$539M Buy
1,107,445
+1,092,736
+7,429% +$548M 1.82% 7
2025
Q3 		$11.2M Buy
+14,709
New +$7.5M 0.04% 127
2025
Q1 		$295M Buy
+779,682
New +$318M 1.35% 7

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rakuten Investment Management's MSFT Position: Q1 2026 in Review

Rakuten Investment Management increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $56.7M and bringing the position to 1,242,866 shares worth $446M. The position accounts for 0.91% of the portfolio, ranked #7.

Rakuten Investment Management first reported a position in MSFT in Q1 2025 and has held it in 4 quarters since. The position peaked at $539M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Rakuten Investment Management held 1,242,866 shares of Microsoft worth $446M as of Q1 2026.
  • Rakuten Investment Management bought 135,421 Microsoft shares in Q1 2026, an estimated $56.7M.
  • Microsoft made up 0.91% of Rakuten Investment Management's portfolio in Q1 2026, its #7 holding.
  • Rakuten Investment Management first reported a position in Microsoft in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Microsoft position peaked at $539M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.