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Ridgeline Wealth’s Microsoft MSFT Stock Holding History

Ridgeline Wealth’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 		$2.28M Sell
4,190
-2
-0% -$925 1.29% 17
2026
Q2 		$1.56M Buy
4,192
+3,420
+443% +$1.38M 0.91% 23
2026
Q1 		$286K Buy
772
+28
+4% +$11.7K 0.2% 39
2025
Q4 		$360K Buy
744
+55
+8% +$27.6K 0.25% 37
2025
Q3 		$357K Buy
689
+24
+4% +$12.2K 0.26% 37
2025
Q2 		$331K Sell
665
-50
-7% -$21.7K 0.27% 36
2025
Q1 		$268K Sell
715
-13
-2% -$5.3K 0.23% 43
2024
Q4 		$307K Buy
+728
New +$310K 0.25% 43

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Ridgeline Wealth's MSFT Position: Q3 2026 in Review

Ridgeline Wealth reduced its Microsoft (MSFT) stake by 0.05% in Q3 2026, selling an estimated $925 and leaving 4,190 shares worth $2.28M. The position accounts for 1.29% of the portfolio, ranked #17.

Ridgeline Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ridgeline Wealth held 4,190 shares of Microsoft worth $2.28M as of Q3 2026.
  • Ridgeline Wealth sold 2 Microsoft shares in Q3 2026, an estimated $925.
  • Microsoft made up 1.29% of Ridgeline Wealth's portfolio in Q3 2026, its #17 holding.
  • Ridgeline Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.