Riverbend Wealth Management
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Riverbend Wealth Management’s Microsoft MSFT Stock Holding History

Riverbend Wealth Management’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 		$5.69M Sell
11,088
-232
-2% -$107K 2.59% 6
2026
Q2 		$4.22M Buy
11,320
+1,553
+16% +$628K 2.12% 8
2026
Q1 		$3.62M Buy
9,767
+1,055
+12% +$441K 2.07% 9
2025
Q4 		$4.21M Buy
8,712
+390
+5% +$195K 2.62% 7
2025
Q3 		$4.31M Buy
8,322
+211
+3% +$108K 3.01% 6
2025
Q2 		$4.03M Buy
8,111
+65
+0.8% +$28.2K 3.05% 5
2025
Q1 		$3.02M Buy
8,046
+196
+2% +$79.9K 2.7% 7
2024
Q4 		$3.32M Buy
+7,850
New +$3.34M 2.96% 5

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Riverbend Wealth Management's MSFT Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Microsoft (MSFT) stake by 2% in Q3 2026, selling an estimated $107K and leaving 11,088 shares worth $5.69M. The position accounts for 2.59% of the portfolio, ranked #6.

Riverbend Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Riverbend Wealth Management held 11,088 shares of Microsoft worth $5.69M as of Q3 2026.
  • Riverbend Wealth Management sold 232 Microsoft shares in Q3 2026, an estimated $107K.
  • Microsoft made up 2.59% of Riverbend Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Riverbend Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,082 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.