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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
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 $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 Investment Management's MSFT Position: Q1 2026 in Review

Redwood Investment Management reduced its Microsoft (MSFT) stake by 0.51% in Q1 2026, selling an estimated $57.3K and leaving 26,769 shares worth $9.91M. The position accounts for 1.23% of the portfolio, ranked #14.

Redwood Investment Management first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.1M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Redwood Investment Management held 26,769 shares of Microsoft worth $9.91M as of Q1 2026.
  • Redwood Investment Management sold 137 Microsoft shares in Q1 2026, an estimated $57.3K.
  • Microsoft made up 1.23% of Redwood Investment Management's portfolio in Q1 2026, its #14 holding.
  • Redwood Investment Management first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • Redwood Investment Management's Microsoft position peaked at $14.1M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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