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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
Q2 		$517M Buy
1,401,812
+158,946
+13% +$64.3M 1.49% 7
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 $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

Rakuten Investment Management's MSFT Position: Q2 2026 in Review

Rakuten Investment Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $64.3M and bringing the position to 1,401,812 shares worth $517M. The position accounts for 1.49% of the portfolio, ranked #7.

Rakuten Investment Management first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $539M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rakuten Investment Management held 1,401,812 shares of Microsoft worth $517M as of Q2 2026.
  • Rakuten Investment Management bought 158,946 Microsoft shares in Q2 2026, an estimated $64.3M.
  • Microsoft made up 1.49% of Rakuten Investment Management's portfolio in Q2 2026, its #7 holding.
  • Rakuten Investment Management first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Rakuten Investment Management's Microsoft position peaked at $539M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.