Riverwater Partners
MSFT icon

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
Q3 		$3.83M Buy
7,459
+505
+7% +$234K 1.06% 22
2026
Q2 		$2.59M Sell
6,954
-524
-7% -$212K 0.77% 43
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Riverwater Partners's MSFT Position: Q3 2026 in Review

Riverwater Partners increased its Microsoft (MSFT) stake by 7.3% in Q3 2026, buying an estimated $234K and bringing the position to 7,459 shares worth $3.83M. The position accounts for 1.06% of the portfolio, ranked #22.

Riverwater Partners first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Riverwater Partners held 7,459 shares of Microsoft worth $3.83M as of Q3 2026.
  • Riverwater Partners bought 505 Microsoft shares in Q3 2026, an estimated $234K.
  • Microsoft made up 1.06% of Riverwater Partners's portfolio in Q3 2026, its #22 holding.
  • Riverwater Partners first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.