Redwood Financial Network
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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
Q3 		$2.23M Sell
4,339
-21
-0.5% -$9.7K 1.21% 16
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Redwood Financial Network's MSFT Position: Q3 2026 in Review

Redwood Financial Network reduced its Microsoft (MSFT) stake by 0.48% in Q3 2026, selling an estimated $9.7K and leaving 4,339 shares worth $2.23M. The position accounts for 1.21% of the portfolio, ranked #16.

Redwood Financial Network first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Redwood Financial Network held 4,339 shares of Microsoft worth $2.23M as of Q3 2026.
  • Redwood Financial Network sold 21 Microsoft shares in Q3 2026, an estimated $9.7K.
  • Microsoft made up 1.21% of Redwood Financial Network's portfolio in Q3 2026, its #16 holding.
  • Redwood Financial Network first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.