Richardson Financial Services’s Microsoft MSFT Stock Holding History

Richardson Financial Services’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	$2.69M	Buy	7,217 +225	+3%	+$91K	1.53%	14
2026 Q1	$2.59M	Buy	6,992 +489	+8%	+$205K	1.62%	13
2025 Q4	$3.14M	Buy	6,503 +24	+0.4%	+$12K	1.02%	10
2025 Q3	$3.36M	Buy	6,479 +313	+5%	+$160K	2.08%	7
2025 Q2	$3.03M	Buy	6,166 +310	+5%	+$135K	2.04%	7
2025 Q1	$2.2M	Sell	5,856 -32	-0.5%	-$13K	1.67%	11
2024 Q4	$2.5M	Buy	5,888 +182	+3%	+$77.5K	1.76%	9
2024 Q3	$2.55M	Buy	5,706 +33	+0.6%	+$14.1K	1.62%	10
2024 Q2	$2.54M	Sell	5,673 -162	-3%	-$68.4K	1.83%	9
2024 Q1	$2.46M	Buy	5,835 +188	+3%	+$76.1K	1.73%	9
2023 Q4	$2.12M	Buy	+5,647	New	+$2.01M	1.86%	9

Other funds holding MSFT

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Richardson Financial Services's MSFT Position: Q2 2026 in Review

Richardson Financial Services increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $91K and bringing the position to 7,217 shares worth $2.69M. The position accounts for 1.53% of the portfolio, ranked #14.

Richardson Financial Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q3 2025. 4,789 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Richardson Financial Services held 7,217 shares of Microsoft worth $2.69M as of Q2 2026.
Richardson Financial Services bought 225 Microsoft shares in Q2 2026, an estimated $91K.
Microsoft made up 1.53% of Richardson Financial Services's portfolio in Q2 2026, its #14 holding.
Richardson Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Microsoft position peaked at $3.36M in Q3 2025.
4,789 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.