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Redwood Wealth Management Group’s Microsoft MSFT Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-12,366
Closed -$4.58M – 73
2026
Q1 		$4.58M Buy
12,366
+273
+2% +$114K 1.98% 9
2025
Q4 		$5.85M Sell
12,093
-114
-0.9% -$57.1K 2.45% 5
2025
Q3 		$6.32M Sell
12,207
-10
-0.1% -$5.1K 2.68% 4
2025
Q2 		$6.08M Buy
12,217
+125
+1% +$54.3K 2.73% 4
2025
Q1 		$4.54M Sell
12,092
-168
-1% -$68.5K 2.31% 4
2024
Q4 		$5.17M Buy
12,260
+1,239
+11% +$528K 2.52% 3
2024
Q3 		$4.74M Buy
11,021
+7
+0.1% +$2.99K 2.35% 4
2024
Q2 		$4.92M Buy
11,014
+10
+0.1% +$4.22K 3.71% 2
2024
Q1 		$4.63M Sell
11,004
-530
-5% -$215K 4.91% 1
2023
Q4 		$4.34M Buy
11,534
+95
+0.8% +$33.8K 4.81% 1
2023
Q3 		$3.61M Buy
11,439
+357
+3% +$118K 4.22% 1
2023
Q2 		$3.77M Buy
11,082
+108
+1% +$33.8K 4.18% 2
2023
Q1 		$3.16M Sell
10,974
-276
-2% -$70.4K 3.59% 3
2022
Q4 		$2.7M Buy
+11,250
New +$2.7M 3.37% 4

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 $3.37T AUM 44.26% 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 Wealth Management Group's MSFT Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 12,366 shares — an estimated $4.58M sold.

Redwood Wealth Management Group first reported a position in MSFT in Q4 2022 and held it in 14 quarters. The position peaked at $6.32M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 12,366 Microsoft shares in Q2 2026, an estimated $4.58M.
  • Redwood Wealth Management Group first reported a position in Microsoft in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Microsoft position peaked at $6.32M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.