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Ranch Capital Advisors’s Microsoft MSFT Stock Holding History

Ranch Capital Advisors’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 		$6.59M Buy
17,680
+60
+0.3% +$24.3K 2.09% 9
2026
Q1 		$6.52M Buy
17,620
+140
+0.8% +$58.6K 2.36% 8
2025
Q4 		$8.45M Sell
17,480
-25
-0.1% -$12.5K 3.11% 5
2025
Q3 		$9.07M Sell
17,505
-8
-0% -$4.08K 3.51% 4
2025
Q2 		$8.71M Sell
17,513
-315
-2% -$137K 3.78% 2
2025
Q1 		$6.69M Buy
17,828
+85
+0.5% +$34.7K 3.17% 3
2024
Q4 		$7.48M Buy
17,743
+12
+0.1% +$5.11K 3.53% 4
2024
Q3 		$7.63M Sell
17,731
-204
-1% -$87.2K 3.6% 3
2024
Q2 		$8.02M Buy
17,935
+285
+2% +$120K 4.19% 2
2024
Q1 		$7.43M Sell
17,650
-23
-0.1% -$9.31K 4.01% 2
2023
Q4 		$6.65M Sell
17,673
-224
-1% -$79.7K 4.14% 2
2023
Q3 		$5.65M Sell
17,897
-187
-1% -$61.8K 3.95% 3
2023
Q2 		$6.16M Sell
18,084
-828
-4% -$260K 4.34% 2
2023
Q1 		$5.45M Sell
18,912
-535
-3% -$136K 3.99% 3
2022
Q4 		$4.66M Sell
19,447
-933
-5% -$224K 3.65% 4
2022
Q3 		$4.75M Sell
20,380
-719
-3% -$190K 3.88% 3
2022
Q2 		$5.42M Sell
21,099
-3,451
-14% -$937K 4.16% 3
2022
Q1 		$7.57M Sell
24,550
-394
-2% -$119K 5% 1
2021
Q4 		$8.39M Sell
24,944
-367
-1% -$119K 5.45% 1
2021
Q3 		$7.14M Buy
+25,311
New +$7.36M 4.46% 1
2021
Q2 		– Sell
-25,320
Closed -$6.44M – 1
2021
Q1 		$5.97M Buy
25,320
+5
+0% +$1.16K 3.94% 1
2020
Q4 		$5.63M Buy
25,315
+127
+0.5% +$27.3K 4.05% 1
2020
Q3 		$5.38M Sell
25,188
-496
-2% -$104K 4.32% 1
2020
Q2 		$5.35M Buy
25,684
+146
+0.6% +$26.5K 4.19% 1
2020
Q1 		$4.03M Sell
25,538
-2,463
-9% -$405K 3.98% 2
2019
Q4 		$4.42M Buy
28,001
+1,321
+5% +$194K 3.58% 2
2019
Q3 		$3.71M Buy
+26,680
New +$3.67M 3.97% 2

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

Ranch Capital Advisors's MSFT Position: Q2 2026 in Review

Ranch Capital Advisors increased its Microsoft (MSFT) stake by 0.34% in Q2 2026, buying an estimated $24.3K and bringing the position to 17,680 shares worth $6.59M. The position accounts for 2.09% of the portfolio, ranked #9.

Ranch Capital Advisors first reported a position in MSFT in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.07M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ranch Capital Advisors held 17,680 shares of Microsoft worth $6.59M as of Q2 2026.
  • Ranch Capital Advisors bought 60 Microsoft shares in Q2 2026, an estimated $24.3K.
  • Microsoft made up 2.09% of Ranch Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Ranch Capital Advisors first reported a position in Microsoft in Q3 2019 and has held it in 27 quarters since.
  • Ranch Capital Advisors's Microsoft position peaked at $9.07M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.