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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RiverFront Investment Group's MSFT Position: Q1 2026 in Review

RiverFront Investment Group increased its Microsoft (MSFT) stake by 1.3% in Q1 2026, buying an estimated $1.6M and bringing the position to 298,785 shares worth $111M. The position accounts for 1.71% of the portfolio, ranked #23.

RiverFront Investment Group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $146M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RiverFront Investment Group held 298,785 shares of Microsoft worth $111M as of Q1 2026.
  • RiverFront Investment Group bought 3,812 Microsoft shares in Q1 2026, an estimated $1.6M.
  • Microsoft made up 1.71% of RiverFront Investment Group's portfolio in Q1 2026, its #23 holding.
  • RiverFront Investment Group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • RiverFront Investment Group's Microsoft position peaked at $146M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.