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Ridgecrest Wealth Partners’s Microsoft MSFT Stock Holding History

Ridgecrest Wealth Partners’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 		$5.64M Buy
15,127
+10
+0.1% +$4.05K 2.72% 10
2026
Q1 		$5.6M Buy
15,117
+99
+0.7% +$41.4K 3.09% 11
2025
Q4 		$7.26M Sell
15,018
-2,014
-12% -$1.01M 3.94% 7
2025
Q3 		$8.82M Buy
17,032
+14
+0.1% +$7.14K 3.99% 6
2025
Q2 		$8.46M Sell
17,018
-69
-0.4% -$30K 4.47% 5
2025
Q1 		$6.41M Buy
17,087
+545
+3% +$222K 3.36% 6
2024
Q4 		$6.97M Buy
16,542
+258
+2% +$110K 3.78% 6
2024
Q3 		$7.01M Buy
16,284
+676
+4% +$289K 3.65% 6
2024
Q2 		$6.98M Buy
15,608
+426
+3% +$180K 4.2% 4
2024
Q1 		$6.39M Sell
15,182
-197
-1% -$79.8K 3.8% 5
2023
Q4 		$5.78M Sell
15,379
-34
-0.2% -$12.1K 3.82% 7
2023
Q3 		$4.87M Buy
15,413
+89
+0.6% +$29.4K 3.41% 9
2023
Q2 		$5.22M Buy
15,324
+264
+2% +$82.7K 3.45% 9
2023
Q1 		$4.34M Sell
15,060
-213
-1% -$54.3K 3.09% 9
2022
Q4 		$3.66M Buy
15,273
+61
+0.4% +$14.6K 2.78% 10
2022
Q3 		$3.54M Sell
15,212
-31
-0.2% -$8.19K 2.89% 9
2022
Q2 		$3.92M Buy
15,243
+82
+0.5% +$22.3K 2.85% 10
2022
Q1 		$4.67M Buy
15,161
+101
+0.7% +$30.4K 2.97% 9
2021
Q4 		$5.07M Buy
15,060
+1,600
+12% +$519K 2.47% 11
2021
Q3 		$3.79M Buy
13,460
+1,420
+12% +$413K 2.07% 15
2021
Q2 		$3.26M Buy
12,040
+3,250
+37% +$826K 2.04% 15
2021
Q1 		$2.07M Buy
+8,790
New +$2.04M 1.98% 15

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

Ridgecrest Wealth Partners's MSFT Position: Q2 2026 in Review

Ridgecrest Wealth Partners increased its Microsoft (MSFT) stake by 0.07% in Q2 2026, buying an estimated $4.05K and bringing the position to 15,127 shares worth $5.64M. The position accounts for 2.72% of the portfolio, ranked #10.

Ridgecrest Wealth Partners first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.82M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ridgecrest Wealth Partners held 15,127 shares of Microsoft worth $5.64M as of Q2 2026.
  • Ridgecrest Wealth Partners bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 2.72% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Ridgecrest Wealth Partners first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Microsoft position peaked at $8.82M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.