Riverpoint Wealth Management Holdings’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Sell |
5,496
-47
| -0.8% | -$19K | 0.38% | 24 |
|
|
2026
Q1 | $2.05M | Buy |
5,543
+26
| +0.5% | +$10.9K | 0.44% | 21 |
|
|
2025
Q4 | $2.67M | Buy |
5,517
+11
| +0.2% | +$5.51K | 0.57% | 18 |
|
|
2025
Q3 | $2.85M | Sell |
5,506
-8
| -0.1% | -$4.08K | 0.63% | 18 |
|
|
2025
Q2 | $2.74M | Buy |
5,514
+9
| +0.2% | +$3.91K | 0.65% | 18 |
|
|
2025
Q1 | $2.07M | Buy |
5,505
+9
| +0.2% | +$3.67K | 0.53% | 18 |
|
|
2024
Q4 | $2.32M | Buy |
5,496
+10
| +0.2% | +$4.26K | 0.6% | 18 |
|
|
2024
Q3 | $2.36M | Buy |
5,486
+10
| +0.2% | +$4.28K | 0.61% | 18 |
|
|
2024
Q2 | $2.45M | Buy |
5,476
+9
| +0.2% | +$3.8K | 0.68% | 18 |
|
|
2024
Q1 | $2.3M | Sell |
5,467
-16
| -0.3% | -$6.48K | 0.64% | 18 |
|
|
2023
Q4 | $2.06M | Sell |
5,483
-2
| -0% | -$712 | 0.61% | 19 |
|
|
2023
Q3 | $1.73M | Buy |
5,485
+11
| +0.2% | +$3.63K | 0.57% | 18 |
|
|
2023
Q2 | $1.86M | Buy |
5,474
+9
| +0.2% | +$2.82K | 0.59% | 18 |
|
|
2023
Q1 | $1.58M | Buy |
5,465
+12
| +0.2% | +$3.06K | 0.54% | 18 |
|
|
2022
Q4 | $1.31M | Buy |
5,453
+12
| +0.2% | +$2.88K | 0.48% | 19 |
|
|
2022
Q3 | $1.27M | Buy |
5,441
+911
| +20% | +$241K | 0.54% | 18 |
|
|
2022
Q2 | $1.16M | Buy |
4,530
+8
| +0.2% | +$2.17K | 0.47% | 21 |
|
|
2022
Q1 | $1.39M | Buy |
4,522
+8
| +0.2% | +$2.41K | 0.48% | 20 |
|
|
2021
Q4 | $1.52M | Sell |
4,514
-242
| -5% | -$78.5K | 0.52% | 19 |
|
|
2021
Q3 | $1.34M | Sell |
4,756
-1,338
| -22% | -$389K | 0.47% | 19 |
|
|
2021
Q2 | $1.65M | Buy |
6,094
+8
| +0.1% | +$2.03K | 0.46% | 28 |
|
|
2021
Q1 | $1.44M | Sell |
6,086
-1,290
| -17% | -$299K | 0.43% | 30 |
|
|
2020
Q4 | $1.64M | Buy |
7,376
+221
| +3% | +$47.5K | 0.52% | 28 |
|
|
2020
Q3 | $1.5M | Sell |
7,155
-183
| -2% | -$38.4K | 0.55% | 25 |
|
|
2020
Q2 | $1.49M | Buy |
7,338
+4,166
| +131% | +$756K | 0.58% | 26 |
|
|
2020
Q1 | $500K | Buy |
3,172
+130
| +4% | +$21.4K | 0.24% | 42 |
|
|
2019
Q4 | $480K | Buy |
3,042
+1,305
| +75% | +$192K | 0.19% | 48 |
|
|
2019
Q3 | $242K | Buy |
1,737
+4
| +0.2% | +$550 | 0.11% | 62 |
|
|
2019
Q2 | $232K | Sell |
1,733
-118
| -6% | -$15K | 0.11% | 61 |
|
|
2019
Q1 | $218K | Sell |
1,851
-1,501
| -45% | -$164K | 0.11% | 60 |
|
|
2018
Q4 | $341K | Sell |
3,352
-11
| -0.3% | -$1.18K | 0.19% | 42 |
|
|
2018
Q3 | $384K | Buy |
3,363
+96
| +3% | +$10.4K | 0.2% | 42 |
|
|
2018
Q2 | $322K | Buy |
3,267
+630
| +24% | +$61.1K | 0.18% | 43 |
|
|
2018
Q1 | $241K | Buy |
+2,637
| New | +$241K | 0.15% | 45 |
|
Other funds holding MSFT
Riverpoint Wealth Management Holdings's MSFT Position: Q2 2026 in Review
Riverpoint Wealth Management Holdings reduced its Microsoft (MSFT) stake by 0.85% in Q2 2026, selling an estimated $19K and leaving 5,496 shares worth $2.05M. The position accounts for 0.38% of the portfolio, ranked #24.
Riverpoint Wealth Management Holdings first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.85M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Riverpoint Wealth Management Holdings held 5,496 shares of Microsoft worth $2.05M as of Q2 2026.
- Riverpoint Wealth Management Holdings sold 47 Microsoft shares in Q2 2026, an estimated $19K.
- Microsoft made up 0.38% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #24 holding.
- Riverpoint Wealth Management Holdings first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
- Riverpoint Wealth Management Holdings's Microsoft position peaked at $2.85M in Q3 2025.
- 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.