RCA
MSFT icon

Resonant Capital Advisors’s Microsoft MSFT Stock Holding History

Resonant Capital Advisors’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 		$17.7M Sell
47,447
-184
-0.4% -$74.4K 0.85% 29
2026
Q1 		$17.6M Buy
47,631
+1,383
+3% +$579K 0.93% 28
2025
Q4 		$22.4M Buy
46,248
+760
+2% +$381K 1.23% 23
2025
Q3 		$23.6M Sell
45,488
-315
-0.7% -$161K 1.37% 18
2025
Q2 		$22.8M Buy
45,803
+7,649
+20% +$3.32M 1.45% 17
2025
Q1 		$14.3M Buy
38,154
+580
+2% +$236K 1% 27
2024
Q4 		$15.8M Buy
37,574
+394
+1% +$168K 1.16% 21
2024
Q3 		$16M Buy
37,180
+1,569
+4% +$671K 1.18% 20
2024
Q2 		$15.9M Buy
35,611
+1,861
+6% +$786K 1.29% 20
2024
Q1 		$14.2M Buy
33,750
+4,751
+16% +$1.92M 1.21% 19
2023
Q4 		$10.9M Sell
28,999
-541
-2% -$193K 1.05% 23
2023
Q3 		$9.33M Buy
29,540
+1,156
+4% +$382K 0.99% 26
2023
Q2 		$9.67M Buy
28,384
+1,479
+5% +$464K 1.05% 27
2023
Q1 		$7.76M Buy
26,905
+208
+0.8% +$53.1K 0.88% 31
2022
Q4 		$6.4M Buy
26,697
+4,126
+18% +$990K 0.8% 33
2022
Q3 		$5.26M Buy
22,571
+825
+4% +$218K 0.8% 30
2022
Q2 		$5.58M Buy
21,746
+786
+4% +$213K 0.87% 26
2022
Q1 		$6.49M Buy
20,960
+549
+3% +$165K 0.96% 22
2021
Q4 		$6.87M Buy
20,411
+1,358
+7% +$440K 1.03% 20
2021
Q3 		$5.37M Buy
19,053
+1,773
+10% +$516K 0.93% 23
2021
Q2 		$4.68M Buy
17,280
+548
+3% +$139K 0.91% 19
2021
Q1 		$3.94M Sell
16,732
-435
-3% -$101K 0.81% 23
2020
Q4 		$3.82M Sell
17,167
-1,202
-7% -$258K 0.9% 19
2020
Q3 		$3.86M Sell
18,369
-2,584
-12% -$543K 1.1% 19
2020
Q2 		$4.26M Sell
20,953
-5,025
-19% -$912K 1.24% 19
2020
Q1 		$4.1M Sell
25,978
-345
-1% -$56.7K 1.49% 17
2019
Q4 		$4.15M Buy
+26,323
New +$3.87M 1.31% 16

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Resonant Capital Advisors's MSFT Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Microsoft (MSFT) stake by 0.39% in Q2 2026, selling an estimated $74.4K and leaving 47,447 shares worth $17.7M. The position accounts for 0.85% of the portfolio, ranked #29.

Resonant Capital Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.6M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Resonant Capital Advisors held 47,447 shares of Microsoft worth $17.7M as of Q2 2026.
  • Resonant Capital Advisors sold 184 Microsoft shares in Q2 2026, an estimated $74.4K.
  • Microsoft made up 0.85% of Resonant Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Resonant Capital Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's Microsoft position peaked at $23.6M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.