Rational Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Sell |
4,806
-6,291
| -57% | -$2.55M | 0.16% | 71 |
|
|
2026
Q1 | $4.11M | Sell |
11,097
-1,069
| -9% | -$447K | 0.42% | 41 |
|
|
2025
Q4 | $5.88M | Sell |
12,166
-879
| -7% | -$440K | 0.6% | 37 |
|
|
2025
Q3 | $6.76M | Buy |
13,045
+136
| +1% | +$69.4K | 0.67% | 36 |
|
|
2025
Q2 | $6.42M | Buy |
12,909
+3,387
| +36% | +$1.47M | 0.64% | 35 |
|
|
2025
Q1 | $3.57M | Sell |
9,522
-991
| -9% | -$404K | 0.36% | 47 |
|
|
2024
Q4 | $4.43M | Sell |
10,513
-748
| -7% | -$319K | 0.43% | 41 |
|
|
2024
Q3 | $4.85M | Buy |
11,261
+675
| +6% | +$289K | 0.47% | 32 |
|
|
2024
Q2 | $4.73M | Sell |
10,586
-94
| -0.9% | -$39.7K | 0.46% | 34 |
|
|
2024
Q1 | $4.49M | Sell |
10,680
-2,218
| -17% | -$898K | 0.42% | 32 |
|
|
2023
Q4 | $4.85M | Sell |
12,898
-1,935
| -13% | -$689K | 0.49% | 30 |
|
|
2023
Q3 | $4.69M | Buy |
14,833
+932
| +7% | +$308K | 0.42% | 28 |
|
|
2023
Q2 | $4.73M | Buy |
13,901
+692
| +5% | +$217K | 0.39% | 22 |
|
|
2023
Q1 | $3.81M | Sell |
13,209
-3,905
| -23% | -$996K | 0.31% | 31 |
|
|
2022
Q4 | $4.1M | Buy |
17,114
+9,213
| +117% | +$2.21M | 0.34% | 32 |
|
|
2022
Q3 | $1.84M | Sell |
7,901
-2,099
| -21% | -$554K | 0.15% | 54 |
|
|
2022
Q2 | $2.57M | Sell |
10,000
-3,797
| -28% | -$1.03M | 0.18% | 42 |
|
|
2022
Q1 | $4.25M | Sell |
13,797
-7,161
| -34% | -$2.15M | 0.25% | 35 |
|
|
2021
Q4 | $7.05M | Buy |
20,958
+5,831
| +39% | +$1.89M | 0.43% | 23 |
|
|
2021
Q3 | $4.26M | Buy |
15,127
+1,940
| +15% | +$564K | 0.33% | 29 |
|
|
2021
Q2 | $3.57M | Sell |
13,187
-142
| -1% | -$36.1K | 0.42% | 33 |
|
|
2021
Q1 | $3.14M | Sell |
13,329
-5,201
| -28% | -$1.21M | 0.58% | 31 |
|
|
2020
Q4 | $4.12M | Buy |
18,530
+4,103
| +28% | +$882K | 1.11% | 20 |
|
|
2020
Q3 | $3.04M | Buy |
14,427
+3,532
| +32% | +$742K | 1.3% | 12 |
|
|
2020
Q2 | $2.22M | Sell |
10,895
-3,099
| -22% | -$563K | 1.15% | 15 |
|
|
2020
Q1 | $2.21M | Sell |
13,994
-3,966
| -22% | -$652K | 1.61% | 8 |
|
|
2019
Q4 | $2.83M | Sell |
17,960
-8,788
| -33% | -$1.29M | 1.33% | 7 |
|
|
2019
Q3 | $3.72M | Sell |
26,748
-40,326
| -60% | -$5.55M | 1.44% | 8 |
|
|
2019
Q2 | $8.98M | Sell |
67,074
-3,707
| -5% | -$471K | 3.19% | 1 |
|
|
2019
Q1 | $8.35M | Buy |
70,781
+29,011
| +69% | +$3.17M | 2.26% | 5 |
|
|
2018
Q4 | $4.24M | Sell |
41,770
-19,923
| -32% | -$2.13M | 1.32% | 17 |
|
|
2018
Q3 | $7.06M | Buy |
61,693
+32,065
| +108% | +$3.48M | 1.69% | 15 |
|
|
2018
Q2 | $2.92M | Buy |
29,628
+4,841
| +20% | +$469K | 1.37% | 7 |
|
|
2018
Q1 | $2.26M | Sell |
24,787
-905
| -4% | -$82.8K | 1.07% | 11 |
|
|
2017
Q4 | $2.2M | Buy |
+25,692
| New | +$2.11M | 1.14% | 8 |
|
|
2017
Q3 | – | Sell |
-8,772
| Closed | -$605K | – | 362 |
|
|
2017
Q2 | $605K | Buy |
+8,772
| New | +$602K | 0.38% | 98 |
|
|
2015
Q3 | $60K | Hold |
1,362
| – | – | 0.02% | 248 |
|
|
2015
Q2 | $60K | Hold |
1,362
| – | – | 0.02% | 249 |
|
|
2015
Q1 | $55K | Sell |
1,362
-908
| -40% | -$39.5K | 0.01% | 251 |
|
|
2014
Q4 | $105K | Buy |
+2,270
| New | +$107K | 0.02% | 266 |
|
|
2013
Q4 | $6.25M | Sell |
167,115
-1,927
| -1% | -$70K | 0.54% | 40 |
|
|
2013
Q3 | $5.63M | Hold |
169,042
| – | – | 0.43% | 53 |
|
|
2013
Q2 | $5.84M | Buy |
+169,042
| New | +$5.54M | 0.49% | 40 |
|
Other funds holding MSFT
Rational Advisors's MSFT Position: Q2 2026 in Review
Rational Advisors reduced its Microsoft (MSFT) stake by 57% in Q2 2026, selling an estimated $2.55M and leaving 4,806 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #71.
Rational Advisors first reported a position in MSFT in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.98M in Q2 2019. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Rational Advisors held 4,806 shares of Microsoft worth $1.79M as of Q2 2026.
- Rational Advisors sold 6,291 Microsoft shares in Q2 2026, an estimated $2.55M.
- Microsoft made up 0.16% of Rational Advisors's portfolio in Q2 2026, its #71 holding.
- Rational Advisors first reported a position in Microsoft in Q2 2013 and has held it in 43 quarters since.
- Rational Advisors's Microsoft position peaked at $8.98M in Q2 2019.
- 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.