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Riverstone Advisors’s Microsoft MSFT Stock Holding History

Riverstone Advisors’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 		$2.05M Buy
5,535
+137
+3% +$57.3K 1.01% 18
2025
Q4 		$2.61M Buy
5,398
+1,036
+24% +$519K 1.23% 15
2025
Q3 		$2.26M Buy
4,362
+70
+2% +$35.7K 1.11% 15
2025
Q2 		$2.13M Sell
4,292
-229
-5% -$99.4K 1.15% 16
2025
Q1 		$1.7M Sell
4,521
-8
-0.2% -$3.26K 1.02% 16
2024
Q4 		$1.91M Buy
4,529
+19
+0.4% +$8.09K 1.09% 17
2024
Q3 		$1.94M Buy
4,510
+25
+0.6% +$10.7K 1.13% 15
2024
Q2 		$2M Buy
4,485
+145
+3% +$61.2K 1.23% 18
2024
Q1 		$1.83M Buy
4,340
+358
+9% +$145K 1.09% 19
2023
Q4 		$1.5M Buy
3,982
+609
+18% +$217K 0.97% 19
2023
Q3 		$1.06M Buy
3,373
+876
+35% +$289K 0.74% 21
2023
Q2 		$850K Sell
2,497
-359
-13% -$113K 0.52% 28
2023
Q1 		$823K Sell
2,856
-56
-2% -$14.3K 0.53% 28
2022
Q4 		$698K Sell
2,912
-390
-12% -$93.6K 0.48% 25
2022
Q3 		$769K Buy
3,302
+359
+12% +$94.8K 0.5% 28
2022
Q2 		$756K Sell
2,943
-27
-0.9% -$7.33K 0.47% 29
2022
Q1 		$916K Buy
2,970
+1,790
+152% +$539K 0.47% 24
2021
Q4 		$397K Buy
+1,180
New +$383K 0.17% 33

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

Riverstone Advisors's MSFT Position: Q1 2026 in Review

Riverstone Advisors increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $57.3K and bringing the position to 5,535 shares worth $2.05M. The position accounts for 1.01% of the portfolio, ranked #18.

Riverstone Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.61M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Riverstone Advisors held 5,535 shares of Microsoft worth $2.05M as of Q1 2026.
  • Riverstone Advisors bought 137 Microsoft shares in Q1 2026, an estimated $57.3K.
  • Microsoft made up 1.01% of Riverstone Advisors's portfolio in Q1 2026, its #18 holding.
  • Riverstone Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Riverstone Advisors's Microsoft position peaked at $2.61M in Q4 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.