Ridgeline Wealth Planning’s Microsoft MSFT Stock Holding History

Ridgeline Wealth Planning’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	$493K	Buy	1,320 +21	+2%	+$8.5K	0.31%	29
2026 Q1	$481K	Buy	1,299 +39	+3%	+$16.3K	0.35%	31
2025 Q4	$609K	Buy	1,260 +182	+17%	+$91.2K	0.43%	28
2025 Q3	$558K	Buy	1,078 +163	+18%	+$83.2K	0.42%	24
2025 Q2	$455K	Buy	915 +195	+27%	+$84.7K	0.37%	25
2025 Q1	$270K	Buy	+720	New	+$294K	0.27%	33

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ridgeline Wealth Planning's MSFT Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $8.5K and bringing the position to 1,320 shares worth $493K. The position accounts for 0.31% of the portfolio, ranked #29.

Ridgeline Wealth Planning first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q4 2025. 2,335 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ridgeline Wealth Planning held 1,320 shares of Microsoft worth $493K as of Q2 2026.
Ridgeline Wealth Planning bought 21 Microsoft shares in Q2 2026, an estimated $8.5K.
Microsoft made up 0.31% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #29 holding.
Ridgeline Wealth Planning first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Ridgeline Wealth Planning's Microsoft position peaked at $609K in Q4 2025.
2,335 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.