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RAM Investment Partners’s Microsoft MSFT Stock Holding History

RAM Investment Partners’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 		$42.2M Sell
113,075
-1,542
-1% -$624K 6.75% 6
2026
Q1 		$42.4M Buy
114,617
+7,862
+7% +$3.29M 7.45% 6
2025
Q4 		$51.6M Sell
106,755
-1,526
-1% -$765K 9.34% 3
2025
Q3 		$56.1M Sell
108,281
-3,497
-3% -$1.78M 10.52% 3
2025
Q2 		$55.6M Buy
111,778
+23,033
+26% +$10M 11.67% 3
2025
Q1 		$33.3M Sell
88,745
-226
-0.3% -$92.1K 8.22% 4
2024
Q4 		$37.5M Buy
88,971
+4,919
+6% +$2.1M 9.22% 3
2024
Q3 		$36.2M Buy
84,052
+12,149
+17% +$5.19M 9.42% 3
2024
Q2 		$32.1M Sell
71,903
-42
-0.1% -$17.7K 9.33% 3
2024
Q1 		$30.3M Sell
71,945
-2,765
-4% -$1.12M 9.52% 3
2023
Q4 		$28.1M Buy
74,710
+16,581
+29% +$5.9M 9.8% 3
2023
Q3 		$18.4M Sell
58,129
-4,727
-8% -$1.56M 7.76% 4
2023
Q2 		$21.4M Sell
62,856
-3,494
-5% -$1.1M 8.95% 4
2023
Q1 		$19.1M Sell
66,350
-794
-1% -$203K 10.3% 3
2022
Q4 		$16.1M Buy
+67,144
New +$16.1M 9.91% 3

Other funds holding MSFT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

RAM Investment Partners's MSFT Position: Q2 2026 in Review

RAM Investment Partners reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $624K and leaving 113,075 shares worth $42.2M. The position accounts for 6.75% of the portfolio, ranked #6.

RAM Investment Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.1M in Q3 2025. 3,109 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RAM Investment Partners held 113,075 shares of Microsoft worth $42.2M as of Q2 2026.
  • RAM Investment Partners sold 1,542 Microsoft shares in Q2 2026, an estimated $624K.
  • Microsoft made up 6.75% of RAM Investment Partners's portfolio in Q2 2026, its #6 holding.
  • RAM Investment Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • RAM Investment Partners's Microsoft position peaked at $56.1M in Q3 2025.
  • 3,109 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.