Red Mountain Financial’s Microsoft MSFT Stock Holding History

Red Mountain Financial’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	$939K	Buy	2,518 +88	+4%	+$35.6K	0.79%	33
2026 Q1	$899K	Buy	2,430 +2	+0.1%	+$837	0.85%	29
2025 Q4	$1.17M	Sell	2,428 -293	-11%	-$147K	1.15%	25
2025 Q3	$1.41M	Sell	2,721 -21	-0.8%	-$10.7K	1.43%	23
2025 Q2	$1.36M	Buy	2,742 +1	+0%	+$434	1.51%	22
2025 Q1	$1.03M	Buy	2,741 +2	+0.1%	+$815	1.25%	24
2024 Q4	$1.15M	Buy	2,739 +38	+1%	+$16.2K	1.24%	21
2024 Q3	$1.16M	Sell	2,701 -60	-2%	-$25.6K	1.24%	21
2024 Q2	$1.23M	Buy	+2,761	New	+$1.17M	1.49%	20
2023 Q4	$1.03M	Buy	+2,751	New	+$979K	1.6%	18

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Mountain Financial's MSFT Position: Q2 2026 in Review

Red Mountain Financial increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 2,518 shares worth $939K. The position accounts for 0.79% of the portfolio, ranked #33.

Red Mountain Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Red Mountain Financial held 2,518 shares of Microsoft worth $939K as of Q2 2026.
Red Mountain Financial bought 88 Microsoft shares in Q2 2026, an estimated $35.6K.
Microsoft made up 0.79% of Red Mountain Financial's portfolio in Q2 2026, its #33 holding.
Red Mountain Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Microsoft position peaked at $1.41M in Q3 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.