RDFA
MSFT icon

Ritter Daniher Financial Advisory’s Microsoft MSFT Stock Holding History

Ritter Daniher Financial Advisory’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 		$3.98M Sell
10,679
-190
-2% -$76.9K 0.61% 26
2026
Q1 		$4.02M Buy
10,869
+137
+1% +$57.3K 0.68% 26
2025
Q4 		$5.19M Sell
10,732
-151
-1% -$75.7K 0.87% 22
2025
Q3 		$5.64M Buy
10,883
+4,373
+67% +$2.23M 0.99% 21
2025
Q2 		$3.24M Buy
6,510
+51
+0.8% +$22.1K 0.8% 18
2025
Q1 		$2.42M Sell
6,459
-57
-0.9% -$23.2K 0.66% 18
2024
Q4 		$2.75M Buy
6,516
+271
+4% +$115K 0.78% 20
2024
Q3 		$2.69M Sell
6,245
-496
-7% -$212K 0.78% 18
2024
Q2 		$3.01M Buy
6,741
+33
+0.5% +$13.9K 0.96% 15
2024
Q1 		$2.82M Buy
6,708
+23
+0.3% +$9.31K 0.93% 16
2023
Q4 		$2.51M Sell
6,685
-239
-3% -$85.1K 0.93% 13
2023
Q3 		$2.19M Buy
6,924
+90
+1% +$29.7K 0.92% 14
2023
Q2 		$2.33M Sell
6,834
-340
-5% -$107K 0.96% 14
2023
Q1 		$2.07M Buy
7,174
+1,652
+30% +$421K 0.91% 15
2022
Q4 		$1.32M Buy
5,522
+965
+21% +$232K 0.63% 15
2022
Q3 		$1.06M Buy
4,557
+51
+1% +$13.5K 0.76% 17
2022
Q2 		$1.16M Buy
4,506
+241
+6% +$65.4K 0.82% 16
2022
Q1 		$1.31M Buy
4,265
+163
+4% +$49K 0.91% 14
2021
Q4 		$1.38M Buy
4,102
+397
+11% +$129K 0.92% 14
2021
Q3 		$1.04M Buy
3,705
+10
+0.3% +$2.91K 0.76% 17
2021
Q2 		$1M Buy
3,695
+293
+9% +$74.5K 0.74% 17
2021
Q1 		$802K Hold
3,402
– – 0.64% 18
2020
Q4 		$757K Buy
+3,402
New +$732K 0.66% 20

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

Ritter Daniher Financial Advisory's MSFT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $76.9K and leaving 10,679 shares worth $3.98M. The position accounts for 0.61% of the portfolio, ranked #26.

Ritter Daniher Financial Advisory first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.64M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 10,679 shares of Microsoft worth $3.98M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 190 Microsoft shares in Q2 2026, an estimated $76.9K.
  • Microsoft made up 0.61% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #26 holding.
  • Ritter Daniher Financial Advisory first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Microsoft position peaked at $5.64M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.