RIA Advisory Group’s Microsoft MSFT Stock Holding History

RIA Advisory 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	$7.03M	Buy	18,842 +340	+2%	+$138K	1.53%	17
2026 Q1	$6.85M	Buy	18,502 +2,273	+14%	+$951K	1.63%	12
2025 Q4	$7.85M	Buy	16,229 +2,830	+21%	+$1.42M	1.89%	8
2025 Q3	$6.94M	Buy	13,399 +773	+6%	+$394K	1.78%	12
2025 Q2	$6.28M	Buy	12,626 +938	+8%	+$407K	1.85%	13
2025 Q1	$4.39M	Buy	11,688 +1,538	+15%	+$627K	1.43%	15
2024 Q4	$4.28M	Buy	10,150 +3,129	+45%	+$1.33M	1.45%	15
2024 Q3	$3.02M	Buy	+7,021	New	+$3M	1.07%	15
2024 Q1	$1.92M	Buy	+4,570	New	+$1.85M	0.78%	24
2023 Q4	–	Sell	-5,171	Closed	-$1.63M	–	161
2023 Q3	$1.63M	Sell	5,171 -1,553	-23%	-$513K	0.73%	15
2023 Q2	$2.31M	Sell	6,724 -1,428	-18%	-$448K	0.99%	12
2023 Q1	$2.36M	Buy	8,152 +496	+6%	+$127K	1.09%	14
2022 Q4	$1.44M	Buy	+7,656	New	+$1.84M	0.83%	18

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RIA Advisory Group's MSFT Position: Q2 2026 in Review

RIA Advisory Group increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $138K and bringing the position to 18,842 shares worth $7.03M. The position accounts for 1.53% of the portfolio, ranked #17.

RIA Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.85M in Q4 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

RIA Advisory Group held 18,842 shares of Microsoft worth $7.03M as of Q2 2026.
RIA Advisory Group bought 340 Microsoft shares in Q2 2026, an estimated $138K.
Microsoft made up 1.53% of RIA Advisory Group's portfolio in Q2 2026, its #17 holding.
RIA Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's Microsoft position peaked at $7.85M in Q4 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.