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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ridgecrest Wealth Partners's MSFT Position: Q1 2026 in Review

Ridgecrest Wealth Partners increased its Microsoft (MSFT) stake by 0.66% in Q1 2026, buying an estimated $41.4K and bringing the position to 15,117 shares worth $5.6M. The position accounts for 3.09% of the portfolio, ranked #11.

Ridgecrest Wealth Partners first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.82M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ridgecrest Wealth Partners held 15,117 shares of Microsoft worth $5.6M as of Q1 2026.
  • Ridgecrest Wealth Partners bought 99 Microsoft shares in Q1 2026, an estimated $41.4K.
  • Microsoft made up 3.09% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Ridgecrest Wealth Partners first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Microsoft position peaked at $8.82M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.