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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
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 $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 Wealth Management Group's MSFT Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $114K and bringing the position to 12,366 shares worth $4.58M. The position accounts for 1.98% of the portfolio, ranked #9.

Redwood Wealth Management Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.32M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Redwood Wealth Management Group held 12,366 shares of Microsoft worth $4.58M as of Q1 2026.
  • Redwood Wealth Management Group bought 273 Microsoft shares in Q1 2026, an estimated $114K.
  • Microsoft made up 1.98% of Redwood Wealth Management Group's portfolio in Q1 2026, its #9 holding.
  • Redwood Wealth Management Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Microsoft position peaked at $6.32M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.