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Rede Wealth’s Microsoft MSFT Stock Holding History

Rede Wealth’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 		$3.1M Buy
8,309
+19
+0.2% +$7.69K 1.03% 13
2026
Q1 		$3.07M Buy
8,290
+20
+0.2% +$8.37K 1.1% 10
2025
Q4 		$4M Sell
8,270
-2,195
-21% -$1.1M 1.39% 8
2025
Q3 		$5.42M Buy
10,465
+1,878
+22% +$958K 4.26% 6
2025
Q2 		$4.27M Sell
8,587
-72
-0.8% -$31.3K 1.54% 9
2025
Q1 		$3.25M Buy
8,659
+46
+0.5% +$18.8K 1.15% 9
2024
Q4 		$3.63M Sell
8,613
-13
-0.2% -$5.54K 1.39% 9
2024
Q3 		$3.71M Buy
8,626
+126
+1% +$53.9K 1.42% 8
2024
Q2 		$3.8M Buy
8,500
+222
+3% +$93.8K 3.5% 6
2024
Q1 		$3.48M Buy
8,278
+118
+1% +$47.8K 1.46% 8
2023
Q4 		$3.07M Buy
8,160
+262
+3% +$93.3K 1.46% 8
2023
Q3 		$2.49M Sell
7,898
-1,776
-18% -$587K 1.25% 10
2023
Q2 		$3.29M Buy
9,674
+21
+0.2% +$6.58K 1.56% 9
2023
Q1 		$2.78M Buy
9,653
+37
+0.4% +$9.44K 1.45% 9
2022
Q4 		$2.31M Buy
9,616
+1,375
+17% +$330K 1.23% 11
2022
Q3 		$1.92M Buy
8,241
+185
+2% +$48.8K 1.14% 13
2022
Q2 		$2.07M Buy
8,056
+37
+0.5% +$10K 1.2% 11
2022
Q1 		$2.47M Sell
8,019
-49
-0.6% -$14.7K 1.16% 9
2021
Q4 		$2.71M Sell
8,068
-1,000
-11% -$324K 1.36% 9
2021
Q3 		$2.56M Buy
9,068
+552
+6% +$161K 1.36% 8
2021
Q2 		$2.31M Sell
8,516
-8
-0.1% -$2.03K 1.23% 9
2021
Q1 		$2.01M Buy
8,524
+264
+3% +$61.3K 1.16% 11
2020
Q4 		$1.84M Buy
+8,260
New +$1.78M 1.25% 10

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

Rede Wealth's MSFT Position: Q2 2026 in Review

Rede Wealth increased its Microsoft (MSFT) stake by 0.23% in Q2 2026, buying an estimated $7.69K and bringing the position to 8,309 shares worth $3.1M. The position accounts for 1.03% of the portfolio, ranked #13.

Rede Wealth first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.42M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rede Wealth held 8,309 shares of Microsoft worth $3.1M as of Q2 2026.
  • Rede Wealth bought 19 Microsoft shares in Q2 2026, an estimated $7.69K.
  • Microsoft made up 1.03% of Rede Wealth's portfolio in Q2 2026, its #13 holding.
  • Rede Wealth first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Rede Wealth's Microsoft position peaked at $5.42M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.