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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ridgeline Wealth's MSFT Position: Q2 2026 in Review

Ridgeline Wealth increased its Microsoft (MSFT) stake by 443% in Q2 2026, buying an estimated $1.38M and bringing the position to 4,192 shares worth $1.56M. The position accounts for 0.91% of the portfolio, ranked #23.

Ridgeline Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ridgeline Wealth held 4,192 shares of Microsoft worth $1.56M as of Q2 2026.
Ridgeline Wealth bought 3,420 Microsoft shares in Q2 2026, an estimated $1.38M.
Microsoft made up 0.91% of Ridgeline Wealth's portfolio in Q2 2026, its #23 holding.
Ridgeline Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.