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RiverFront Investment Group’s Microsoft MSFT Stock Holding History

RiverFront Investment Group’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 		$136M Buy
365,342
+66,557
+22% +$26.9M 1.8% 19
2026
Q1 		$111M Buy
298,785
+3,812
+1% +$1.6M 1.71% 23
2025
Q4 		$143M Buy
294,973
+12,503
+4% +$6.27M 2.35% 14
2025
Q3 		$146M Buy
282,470
+24,428
+9% +$12.5M 2.56% 13
2025
Q2 		$128M Buy
258,042
+59,320
+30% +$25.8M 2.51% 16
2025
Q1 		$74.6M Buy
198,722
+18,037
+10% +$7.35M 1.66% 21
2024
Q4 		$76.2M Buy
180,685
+14,186
+9% +$6.04M 1.73% 20
2024
Q3 		$71.6M Buy
166,499
+14,485
+10% +$6.19M 1.69% 21
2024
Q2 		$67.9M Buy
152,014
+10,574
+7% +$4.47M 1.81% 18
2024
Q1 		$59.5M Buy
141,440
+20,926
+17% +$8.47M 1.68% 20
2023
Q4 		$45.3M Buy
120,514
+2,750
+2% +$979K 1.42% 22
2023
Q3 		$37.2M Sell
117,764
-39,999
-25% -$13.2M 1.32% 22
2023
Q2 		$53.7M Buy
157,763
+43,987
+39% +$13.8M 1.75% 18
2023
Q1 		$32.8M Sell
113,776
-21,100
-16% -$5.38M 1.16% 25
2022
Q4 		$6.64M Buy
134,876
+225
+0.2% +$54K 1.51% 20
2022
Q3 		$31.3M Buy
134,651
+27,683
+26% +$7.31M 1.17% 25
2022
Q2 		$27.5M Buy
106,968
+9,313
+10% +$2.53M 1.03% 23
2022
Q1 		$30.1M Buy
97,655
+14,228
+17% +$4.28M 0.96% 24
2021
Q4 		$28.1M Buy
83,427
+3,635
+5% +$1.18M 0.87% 25
2021
Q3 		$22.5M Sell
79,792
-43,139
-35% -$12.6M 0.75% 27
2021
Q2 		$33.3M Buy
122,931
+11,115
+10% +$2.83M 0.67% 29
2021
Q1 		$26.4M Buy
111,816
+1,391
+1% +$323K 0.56% 37
2020
Q4 		$24.6M Buy
+110,425
New +$23.7M 0.54% 37

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

RiverFront Investment Group's MSFT Position: Q2 2026 in Review

RiverFront Investment Group increased its Microsoft (MSFT) stake by 22% in Q2 2026, buying an estimated $26.9M and bringing the position to 365,342 shares worth $136M. The position accounts for 1.8% of the portfolio, ranked #19.

RiverFront Investment Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $146M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RiverFront Investment Group held 365,342 shares of Microsoft worth $136M as of Q2 2026.
  • RiverFront Investment Group bought 66,557 Microsoft shares in Q2 2026, an estimated $26.9M.
  • Microsoft made up 1.8% of RiverFront Investment Group's portfolio in Q2 2026, its #19 holding.
  • RiverFront Investment Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • RiverFront Investment Group's Microsoft position peaked at $146M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.