Riverpoint Wealth Management Holdings’s Microsoft MSFT Stock Holding History

Riverpoint Wealth Management Holdings’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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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. 2,789 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.
2,789 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.