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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return