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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redwood Financial Network's MSFT Position: Q1 2026 in Review

Redwood Financial Network increased its Microsoft (MSFT) stake by 0.45% in Q1 2026, buying an estimated $8.37K and bringing the position to 4,481 shares worth $1.66M. The position accounts for 1.09% of the portfolio, ranked #25.

Redwood Financial Network first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.16M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Redwood Financial Network held 4,481 shares of Microsoft worth $1.66M as of Q1 2026.
  • Redwood Financial Network bought 20 Microsoft shares in Q1 2026, an estimated $8.37K.
  • Microsoft made up 1.09% of Redwood Financial Network's portfolio in Q1 2026, its #25 holding.
  • Redwood Financial Network first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Microsoft position peaked at $2.16M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.