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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
Q3 		$4.82M Buy
9,393
+471
+5% +$218K 1.36% 13
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Rise Advisors's MSFT Position: Q3 2026 in Review

Rise Advisors increased its Microsoft (MSFT) stake by 5.3% in Q3 2026, buying an estimated $218K and bringing the position to 9,393 shares worth $4.82M. The position accounts for 1.36% of the portfolio, ranked #13.

Rise Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 1,582 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Rise Advisors held 9,393 shares of Microsoft worth $4.82M as of Q3 2026.
  • Rise Advisors bought 471 Microsoft shares in Q3 2026, an estimated $218K.
  • Microsoft made up 1.36% of Rise Advisors's portfolio in Q3 2026, its #13 holding.
  • Rise Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.