Roan Capital Partners’s Microsoft MSFT Stock Holding History

Roan Capital 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	–	Sell	-562	Closed	-$208K	–	86
2026 Q1	$208K	Buy	+562	New	+$235K	0.19%	73

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roan Capital Partners's MSFT Position: Q2 2026 in Review

Roan Capital Partners sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 562 shares — an estimated $208K sold.

Roan Capital Partners first reported a position in MSFT in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Roan Capital Partners reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Roan Capital Partners sold 562 Microsoft shares in Q2 2026, an estimated $208K.
Roan Capital Partners first reported a position in Microsoft in Q1 2026 and held it in 1 quarter.
Roan Capital Partners's Microsoft position peaked at $208K in Q1 2026.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.