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Retirement Planning Company of New England’s Microsoft MSFT Stock Holding History

Retirement Planning Company of New England’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
2023
Q1 		– Sell
-100
Closed -$24K – 234
2022
Q4 		$24K Buy
+100
New +$24K 0.02% 218

Other funds holding MSFT

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Retirement Planning Company of New England's MSFT Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Microsoft (MSFT) stake by 0.21% in Q2 2026, buying an estimated $8.5K and bringing the position to 9,903 shares worth $3.69M. The position accounts for 1.33% of the portfolio, ranked #13.

Retirement Planning Company of New England first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.91M in Q3 2025. 4,952 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Retirement Planning Company of New England held 9,903 shares of Microsoft worth $3.69M as of Q2 2026.
  • Retirement Planning Company of New England bought 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 1.33% of Retirement Planning Company of New England's portfolio in Q2 2026, its #13 holding.
  • Retirement Planning Company of New England first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Microsoft position peaked at $4.91M in Q3 2025.
  • 4,952 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.