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Red Door Wealth Management’s Microsoft MSFT Stock Holding History

Red Door Wealth 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 		$27.1M Buy
72,583
+2,243
+3% +$908K 2.47% 10
2026
Q1 		$26M Buy
70,340
+1,103
+2% +$462K 2.71% 8
2025
Q4 		$33.5M Sell
69,237
-302
-0.4% -$151K 3.48% 7
2025
Q3 		$36M Buy
69,539
+1,398
+2% +$713K 3.82% 5
2025
Q2 		$33.9M Buy
68,141
+7,378
+12% +$3.2M 4.05% 5
2025
Q1 		$22.8M Buy
60,763
+1,375
+2% +$561K 3.37% 5
2024
Q4 		$25M Buy
59,388
+4,155
+8% +$1.77M 3.83% 5
2024
Q3 		$23.8M Buy
55,233
+4,114
+8% +$1.76M 3.95% 5
2024
Q2 		$22.8M Buy
51,119
+1,377
+3% +$582K 4.03% 5
2024
Q1 		$20.9M Buy
49,742
+2,579
+5% +$1.04M 4.03% 3
2023
Q4 		$17.7M Buy
47,163
+1,713
+4% +$610K 3.85% 4
2023
Q3 		$14.4M Sell
45,450
-4,245
-9% -$1.4M 3.59% 4
2023
Q2 		$16.9M Buy
49,695
+9,642
+24% +$3.02M 3.75% 4
2023
Q1 		$11.5M Buy
40,053
+911
+2% +$232K 3.62% 4
2022
Q4 		$9.39M Buy
39,142
+2,245
+6% +$539K 3.08% 4
2022
Q3 		$8.59M Buy
36,897
+332
+0.9% +$87.7K 3.26% 3
2022
Q2 		$9.39M Buy
36,565
+1,742
+5% +$473K 3.48% 3
2022
Q1 		$10.7M Buy
34,823
+1,295
+4% +$390K 3.6% 3
2021
Q4 		$11.3M Buy
33,528
+1,645
+5% +$533K 3.7% 3
2021
Q3 		$8.99M Buy
31,883
+2,159
+7% +$628K 3.44% 3
2021
Q2 		$8.05M Buy
29,724
+4,865
+20% +$1.24M 3.13% 3
2021
Q1 		$5.9M Buy
24,859
+2,084
+9% +$484K 3.01% 5
2020
Q4 		$5.07M Buy
22,775
+226
+1% +$48.6K 2.99% 5
2020
Q3 		$4.75M Sell
22,549
-444
-2% -$93.3K 3.5% 4
2020
Q2 		$4.68M Buy
22,993
+1,088
+5% +$197K 3.42% 4
2020
Q1 		$3.45M Buy
21,905
+2,009
+10% +$330K 3.28% 3
2019
Q4 		$3.23M Buy
+19,896
New +$2.92M 2.87% 5

Other funds holding MSFT

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Red Door Wealth Management's MSFT Position: Q2 2026 in Review

Red Door Wealth Management increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $908K and bringing the position to 72,583 shares worth $27.1M. The position accounts for 2.47% of the portfolio, ranked #10.

Red Door Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $36M in Q3 2025. 2,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Red Door Wealth Management held 72,583 shares of Microsoft worth $27.1M as of Q2 2026.
  • Red Door Wealth Management bought 2,243 Microsoft shares in Q2 2026, an estimated $908K.
  • Microsoft made up 2.47% of Red Door Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Red Door Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Red Door Wealth Management's Microsoft position peaked at $36M in Q3 2025.
  • 2,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.