Redwood Financial Network’s Microsoft MSFT Stock Holding History

Redwood Financial Network’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	$1.63M	Sell	4,360 -121	-3%	-$49K	0.9%	31
2026 Q1	$1.66M	Buy	4,481 +20	+0.4%	+$8.37K	1.09%	25
2025 Q4	$2.16M	Buy	4,461 +285	+7%	+$143K	1.38%	13
2025 Q3	$2.16M	Buy	4,176 +110	+3%	+$56.1K	1.37%	15
2025 Q2	$2.02M	Buy	4,066 +166	+4%	+$72.1K	1.37%	15
2025 Q1	$1.46M	Buy	3,900 +192	+5%	+$78.3K	1.11%	23
2024 Q4	$1.56M	Sell	3,708 -12	-0.3%	-$5.11K	1.16%	23
2024 Q3	$1.6M	Buy	3,720 +16	+0.4%	+$6.84K	1.25%	23
2024 Q2	$1.66M	Buy	3,704 +76	+2%	+$32.1K	1.39%	18
2024 Q1	$1.53M	Buy	3,628 +3	+0.1%	+$1.21K	1.33%	19
2023 Q4	$1.36M	Buy	3,625 +24	+0.7%	+$8.54K	1.32%	17
2023 Q3	$1.14M	Sell	3,601 -811	-18%	-$268K	1.2%	22
2023 Q2	$1.5M	Sell	4,412 -803	-15%	-$252K	1.41%	12
2023 Q1	$1.5M	Buy	5,215 +156	+3%	+$39.8K	1.53%	12
2022 Q4	$1.21M	Buy	5,059 +291	+6%	+$69.8K	1.38%	17
2022 Q3	$1.11M	Buy	4,768 +214	+5%	+$56.5K	1.27%	21
2022 Q2	$1.17M	Buy	4,554 +333	+8%	+$90.4K	1.28%	20
2022 Q1	$1.3M	Buy	+4,221	New	+$1.27M	1.21%	20

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Redwood Financial Network's MSFT Position: Q2 2026 in Review

Redwood Financial Network reduced its Microsoft (MSFT) stake by 2.7% in Q2 2026, selling an estimated $49K and leaving 4,360 shares worth $1.63M. The position accounts for 0.9% of the portfolio, ranked #31.

Redwood Financial Network first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Redwood Financial Network held 4,360 shares of Microsoft worth $1.63M as of Q2 2026.
Redwood Financial Network sold 121 Microsoft shares in Q2 2026, an estimated $49K.
Microsoft made up 0.9% of Redwood Financial Network's portfolio in Q2 2026, its #31 holding.
Redwood Financial Network first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's Microsoft position peaked at $2.16M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.