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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
Q3 		$6.4M Sell
12,484
-6,358
-34% -$2.94M 1.81% 11
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

RIA Advisory Group's MSFT Position: Q3 2026 in Review

RIA Advisory Group reduced its Microsoft (MSFT) stake by 34% in Q3 2026, selling an estimated $2.94M and leaving 12,484 shares worth $6.4M. The position accounts for 1.81% of the portfolio, ranked #11.

RIA Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.85M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • RIA Advisory Group held 12,484 shares of Microsoft worth $6.4M as of Q3 2026.
  • RIA Advisory Group sold 6,358 Microsoft shares in Q3 2026, an estimated $2.94M.
  • Microsoft made up 1.81% of RIA Advisory Group's portfolio in Q3 2026, its #11 holding.
  • RIA Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • RIA Advisory Group's Microsoft position peaked at $7.85M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.