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Rhodes Investment Advisors’s Microsoft MSFT Stock Holding History

Rhodes Investment 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 		$2.44M Buy
6,535
+293
+5% +$119K 1.79% 16
2026
Q1 		$2.31M Buy
6,242
+369
+6% +$154K 1.99% 13
2025
Q4 		$2.84M Buy
+5,873
New +$2.94M 2.3% 10

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

Rhodes Investment Advisors's MSFT Position: Q2 2026 in Review

Rhodes Investment Advisors increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $119K and bringing the position to 6,535 shares worth $2.44M. The position accounts for 1.79% of the portfolio, ranked #16.

Rhodes Investment Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rhodes Investment Advisors held 6,535 shares of Microsoft worth $2.44M as of Q2 2026.
  • Rhodes Investment Advisors bought 293 Microsoft shares in Q2 2026, an estimated $119K.
  • Microsoft made up 1.79% of Rhodes Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Rhodes Investment Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Rhodes Investment Advisors's Microsoft position peaked at $2.84M in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.