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Rinkey Investments’s Microsoft MSFT Stock Holding History

Rinkey Investments’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 		$3.15M Buy
8,439
+577
+7% +$233K 0.74% 27
2026
Q1 		$2.91M Sell
7,862
-234
-3% -$97.9K 0.74% 26
2025
Q4 		$3.92M Buy
8,096
+1,360
+20% +$682K 0.99% 25
2025
Q3 		$3.49M Buy
6,736
+3
+0% +$1.53K 0.93% 25
2025
Q2 		$3.35M Buy
6,733
+878
+15% +$381K 1.01% 25
2025
Q1 		$2.2M Buy
5,855
+55
+0.9% +$22.4K 0.7% 28
2024
Q4 		$2.44M Buy
5,800
+1,870
+48% +$797K 0.78% 23
2024
Q3 		$1.69M Sell
3,930
-29
-0.7% -$12.4K 0.55% 30
2024
Q2 		$1.77M Hold
3,959
– – 0.64% 25
2024
Q1 		$1.67M Buy
3,959
+130
+3% +$52.6K 0.61% 27
2023
Q4 		$1.44M Buy
3,829
+2,507
+190% +$892K 0.57% 29
2023
Q3 		$417K Sell
1,322
-277
-17% -$91.5K 0.19% 32
2023
Q2 		$545K Sell
1,599
-506
-24% -$159K 0.25% 34
2023
Q1 		$607K Buy
2,105
+388
+23% +$99K 0.32% 28
2022
Q4 		$412K Sell
1,717
-784
-31% -$188K 0.25% 33
2022
Q3 		$618K Buy
2,501
+1,119
+81% +$295K 0.47% 21
2022
Q2 		$382K Buy
1,382
+561
+68% +$152K 0.34% 29
2022
Q1 		$233K Buy
821
+128
+18% +$38.5K 0.23% 34
2021
Q4 		$220K Buy
+693
New +$225K 0.2% 37

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rinkey Investments's MSFT Position: Q2 2026 in Review

Rinkey Investments increased its Microsoft (MSFT) stake by 7.3% in Q2 2026, buying an estimated $233K and bringing the position to 8,439 shares worth $3.15M. The position accounts for 0.74% of the portfolio, ranked #27.

Rinkey Investments first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rinkey Investments held 8,439 shares of Microsoft worth $3.15M as of Q2 2026.
  • Rinkey Investments bought 577 Microsoft shares in Q2 2026, an estimated $233K.
  • Microsoft made up 0.74% of Rinkey Investments's portfolio in Q2 2026, its #27 holding.
  • Rinkey Investments first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Rinkey Investments's Microsoft position peaked at $3.92M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.