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RCS Financial Planning’s Microsoft MSFT Stock Holding History

RCS Financial Planning’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
Q1 		– Sell
-788
Closed -$381K – 107
2025
Q4 		$381K Hold
788
– – 0.16% 73
2025
Q3 		$408K Hold
788
– – 0.18% 71
2025
Q2 		$392K Sell
788
-11
-1% -$4.78K 0.2% 61
2025
Q1 		$300K Sell
799
-33
-4% -$13.5K 0.16% 67
2024
Q4 		$351K Buy
832
+11
+1% +$4.68K 0.19% 62
2024
Q3 		$353K Sell
821
-3
-0.4% -$1.28K 0.2% 57
2024
Q2 		$368K Buy
824
+301
+58% +$127K 0.22% 59
2024
Q1 		$220K Buy
+523
New +$212K 0.14% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCS Financial Planning's MSFT Position: Q1 2026 in Review

RCS Financial Planning sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 788 shares — an estimated $381K sold.

RCS Financial Planning first reported a position in MSFT in Q1 2024 and held it in 8 quarters. The position peaked at $408K in Q3 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RCS Financial Planning reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • RCS Financial Planning sold 788 Microsoft shares in Q1 2026, an estimated $381K.
  • RCS Financial Planning first reported a position in Microsoft in Q1 2024 and held it in 8 quarters.
  • RCS Financial Planning's Microsoft position peaked at $408K in Q3 2025.
  • 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.