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Ramirez Asset Management’s Microsoft MSFT Stock Holding History

Ramirez Asset 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 		$8.31M Buy
22,270
+5,888
+36% +$2.38M 0.87% 39
2026
Q1 		$6.06M Sell
16,382
-358
-2% -$150K 0.73% 49
2025
Q4 		$8.1M Buy
16,740
+83
+0.5% +$41.6K 1.07% 22
2025
Q3 		$8.63M Sell
16,657
-6
-0% -$3.06K 1.2% 18
2025
Q2 		$8.29M Sell
16,663
-100
-0.6% -$43.4K 1.25% 15
2025
Q1 		$6.29M Sell
16,763
-115
-0.7% -$46.9K 1.31% 15
2024
Q4 		$7.11M Hold
16,878
– – 1.44% 11
2024
Q3 		$7.26M Buy
16,878
+25
+0.1% +$10.7K 1.39% 14
2024
Q2 		$7.53M Buy
16,853
+2
+0% +$845 1.53% 10
2024
Q1 		$7.09M Sell
16,851
-1,005
-6% -$407K 1.43% 10
2023
Q4 		$6.71M Hold
17,856
– – 1.36% 13
2023
Q3 		$5.64M Buy
+17,856
New +$5.9M 1.21% 17

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 $3.38T AUM 44.17% 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

Ramirez Asset Management's MSFT Position: Q2 2026 in Review

Ramirez Asset Management increased its Microsoft (MSFT) stake by 36% in Q2 2026, buying an estimated $2.38M and bringing the position to 22,270 shares worth $8.31M. The position accounts for 0.87% of the portfolio, ranked #39.

Ramirez Asset Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.63M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ramirez Asset Management held 22,270 shares of Microsoft worth $8.31M as of Q2 2026.
  • Ramirez Asset Management bought 5,888 Microsoft shares in Q2 2026, an estimated $2.38M.
  • Microsoft made up 0.87% of Ramirez Asset Management's portfolio in Q2 2026, its #39 holding.
  • Ramirez Asset Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • Ramirez Asset Management's Microsoft position peaked at $8.63M in Q3 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.