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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Riverwater Partners's MSFT Position: Q2 2026 in Review

Riverwater Partners reduced its Microsoft (MSFT) stake by 7% in Q2 2026, selling an estimated $212K and leaving 6,954 shares worth $2.59M. The position accounts for 0.77% of the portfolio, ranked #43.

Riverwater Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.63M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Riverwater Partners held 6,954 shares of Microsoft worth $2.59M as of Q2 2026.
  • Riverwater Partners sold 524 Microsoft shares in Q2 2026, an estimated $212K.
  • Microsoft made up 0.77% of Riverwater Partners's portfolio in Q2 2026, its #43 holding.
  • Riverwater Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Riverwater Partners's Microsoft position peaked at $3.63M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.