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Rise Advisors’s Microsoft MSFT Stock Holding History

Rise Advisors’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 		$3.33M Buy
8,922
+296
+3% +$120K 0.94% 15
2026
Q1 		$3.19M Sell
8,626
-165
-2% -$69K 1.12% 14
2025
Q4 		$4.25M Sell
8,791
-365
-4% -$183K 1.52% 14
2025
Q3 		$4.74M Buy
9,156
+426
+5% +$217K 1.7% 12
2025
Q2 		$4.34M Buy
8,730
+125
+1% +$54.3K 1.72% 10
2025
Q1 		$3.23M Buy
8,605
+3,419
+66% +$1.39M 1.43% 13
2024
Q4 		$2.19M Sell
5,186
-23
-0.4% -$9.8K 1.05% 12
2024
Q3 		$2.24M Sell
5,209
-59
-1% -$25.2K 1.07% 12
2024
Q2 		$2.35M Buy
5,268
+8
+0.2% +$3.38K 1.25% 12
2024
Q1 		$2.21M Buy
5,260
+3,647
+226% +$1.48M 1.18% 12
2023
Q4 		$607K Buy
1,613
+561
+53% +$200K 0.42% 22
2023
Q3 		$332K Sell
1,052
-1,930
-65% -$638K 0.26% 32
2023
Q2 		$1.02M Sell
2,982
-143
-5% -$44.8K 0.79% 14
2023
Q1 		$901K Sell
3,125
-538
-15% -$137K 0.68% 19
2022
Q4 		$879K Sell
3,663
-273
-7% -$65.5K 0.71% 20
2022
Q3 		$917K Buy
3,936
+277
+8% +$73.1K 0.76% 20
2022
Q2 		$940K Sell
3,659
-12
-0.3% -$3.26K 0.95% 20
2022
Q1 		$1.13M Buy
3,671
+2
+0.1% +$602 1.02% 20
2021
Q4 		$1.23M Buy
+3,669
New +$1.19M 1.18% 19

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

Rise Advisors's MSFT Position: Q2 2026 in Review

Rise Advisors increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $120K and bringing the position to 8,922 shares worth $3.33M. The position accounts for 0.94% of the portfolio, ranked #15.

Rise Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.74M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rise Advisors held 8,922 shares of Microsoft worth $3.33M as of Q2 2026.
  • Rise Advisors bought 296 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.94% of Rise Advisors's portfolio in Q2 2026, its #15 holding.
  • Rise Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Microsoft position peaked at $4.74M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.