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Riverwater Partners’s Microsoft MSFT Stock Holding History

Riverwater Partners’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 		$2.77M Buy
7,478
+166
+2% +$69.5K 0.92% 29
2025
Q4 		$3.54M Buy
7,312
+296
+4% +$148K 1.37% 12
2025
Q3 		$3.63M Buy
7,016
+1,496
+27% +$763K 1.51% 9
2025
Q2 		$2.75M Buy
5,520
+375
+7% +$163K 1.29% 14
2025
Q1 		$1.93M Buy
5,145
+836
+19% +$341K 0.99% 25
2024
Q4 		$1.82M Buy
4,309
+153
+4% +$65.2K 0.88% 30
2024
Q3 		$1.73M Sell
4,156
-232
-5% -$99.2K 0.86% 33
2024
Q2 		$1.96M Sell
4,388
-167
-4% -$70.5K 1.45% 11
2024
Q1 		$1.92M Buy
4,555
+708
+18% +$287K 1.41% 12
2023
Q4 		$1.45M Sell
3,847
-371
-9% -$132K 1.14% 14
2023
Q3 		$1.33M Buy
4,218
+196
+5% +$64.8K 1.21% 14
2023
Q2 		$1.37M Sell
4,022
-252
-6% -$79K 1.21% 15
2023
Q1 		$1.23M Buy
4,274
+56
+1% +$14.3K 1.13% 16
2022
Q4 		$1.01M Sell
4,218
-1,025
-20% -$246K 0.86% 26
2022
Q3 		$1.22M Buy
5,243
+896
+21% +$237K 1.22% 10
2022
Q2 		$1.12M Buy
4,347
+3,342
+333% +$907K 1.12% 13
2022
Q1 		$310K Sell
1,005
-3,370
-77% -$1.01M 0.51% 83
2021
Q4 		$1.47M Buy
+4,375
New +$1.42M 1.31% 8

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

Riverwater Partners's MSFT Position: Q1 2026 in Review

Riverwater Partners increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $69.5K and bringing the position to 7,478 shares worth $2.77M. The position accounts for 0.92% of the portfolio, ranked #29.

Riverwater Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Riverwater Partners held 7,478 shares of Microsoft worth $2.77M as of Q1 2026.
  • Riverwater Partners bought 166 Microsoft shares in Q1 2026, an estimated $69.5K.
  • Microsoft made up 0.92% of Riverwater Partners's portfolio in Q1 2026, its #29 holding.
  • Riverwater Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Microsoft position peaked at $3.63M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.