Ridgecrest Wealth Partners
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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
Q3 		$7.81M Buy
15,230
+103
+0.7% +$47.6K 3.61% 7
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 		$5.06M Buy
15,060
+1,600
+12% +$519K 2.47% 11
2021
Q3 		$3.8M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Ridgecrest Wealth Partners's MSFT Position: Q3 2026 in Review

Ridgecrest Wealth Partners increased its Microsoft (MSFT) stake by 0.68% in Q3 2026, buying an estimated $47.6K and bringing the position to 15,230 shares worth $7.81M. The position accounts for 3.61% of the portfolio, ranked #7.

Ridgecrest Wealth Partners first reported a position in MSFT in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.82M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ridgecrest Wealth Partners held 15,230 shares of Microsoft worth $7.81M as of Q3 2026.
  • Ridgecrest Wealth Partners bought 103 Microsoft shares in Q3 2026, an estimated $47.6K.
  • Microsoft made up 3.61% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #7 holding.
  • Ridgecrest Wealth Partners first reported a position in Microsoft in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Microsoft position peaked at $8.82M in Q3 2025.
  • 2,134 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.