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Redwood Investment Management’s Microsoft MSFT Stock Holding History

Redwood Investment Management’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 		$10.4M Buy
27,765
+996
+4% +$403K 1.03% 19
2026
Q1 		$9.91M Sell
26,769
-137
-0.5% -$57.3K 1.23% 14
2025
Q4 		$13M Buy
26,906
+6,928
+35% +$3.47M 1.46% 11
2025
Q3 		$10.3M Sell
19,978
-8
-0% -$4.08K 1.12% 12
2025
Q2 		$9.94M Sell
19,986
-4,350
-18% -$1.89M 1.05% 16
2025
Q1 		$9.14M Buy
24,336
+10,444
+75% +$4.26M 0.99% 15
2024
Q4 		$5.86M Buy
13,892
+4,481
+48% +$1.91M 0.57% 20
2024
Q3 		$4.05M Sell
9,411
-23,546
-71% -$10.1M 0.36% 54
2024
Q2 		$14.1M Buy
32,957
+1,883
+6% +$795K 1.22% 16
2024
Q1 		$13.1M Buy
31,074
+12,422
+67% +$5.03M 1.25% 12
2023
Q4 		$7.01M Sell
18,652
-14,574
-44% -$5.19M 0.64% 23
2023
Q3 		$10.5M Buy
33,226
+16,759
+102% +$5.54M 0.92% 17
2023
Q2 		$5.61M Sell
16,467
-493
-3% -$155K 0.58% 52
2023
Q1 		$4.89M Sell
16,960
-9,998
-37% -$2.55M 0.53% 55
2022
Q4 		$6.46M Sell
26,958
-7,491
-22% -$1.8M 0.86% 33
2022
Q3 		$8.02M Buy
34,449
+21,423
+164% +$5.66M 1.69% 12
2022
Q2 		$3.35M Buy
13,026
+2,113
+19% +$573K 0.56% 47
2022
Q1 		$3.37M Sell
10,913
-14,829
-58% -$4.46M 0.5% 48
2021
Q4 		$8.66M Buy
25,742
+14,442
+128% +$4.68M 1.13% 13
2021
Q3 		$3.19M Sell
11,300
-501
-4% -$146K 0.45% 49
2021
Q2 		$3.2M Sell
11,801
-2,478
-17% -$630K 0.52% 50
2021
Q1 		$3.37M Buy
14,279
+4,004
+39% +$929K 0.64% 34
2020
Q4 		$2.29M Sell
10,275
-1,696
-14% -$365K 0.38% 48
2020
Q3 		$2.52M Sell
11,971
-3,969
-25% -$834K 0.62% 35
2020
Q2 		$3.24M Buy
+15,940
New +$2.89M 0.93% 11

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 $3.38T AUM 44.17% 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

Redwood Investment Management's MSFT Position: Q2 2026 in Review

Redwood Investment Management increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $403K and bringing the position to 27,765 shares worth $10.4M. The position accounts for 1.03% of the portfolio, ranked #19.

Redwood Investment Management first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q2 2024. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Redwood Investment Management held 27,765 shares of Microsoft worth $10.4M as of Q2 2026.
  • Redwood Investment Management bought 996 Microsoft shares in Q2 2026, an estimated $403K.
  • Microsoft made up 1.03% of Redwood Investment Management's portfolio in Q2 2026, its #19 holding.
  • Redwood Investment Management first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Redwood Investment Management's Microsoft position peaked at $14.1M in Q2 2024.
  • 6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.