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Robertson Stephens Wealth Management’s Microsoft MSFT Stock Holding History

Robertson Stephens Wealth Management’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 		$59M Sell
159,449
-8,034
-5% -$3.36M 1.65% 11
2025
Q4 		$81M Buy
167,483
+32,064
+24% +$16.1M 2.11% 11
2025
Q3 		$70.1M Buy
135,419
+2,190
+2% +$1.12M 2.12% 10
2025
Q2 		$66.3M Buy
133,229
+8,529
+7% +$3.7M 2.11% 11
2025
Q1 		$46.8M Sell
124,700
-2,474
-2% -$1.01M 1.61% 12
2024
Q4 		$53.6M Buy
127,174
+6,953
+6% +$2.96M 1.9% 10
2024
Q3 		$51.7M Buy
120,221
+1,376
+1% +$588K 1.87% 10
2024
Q2 		$53.1M Buy
118,845
+6,958
+6% +$2.94M 2.67% 6
2024
Q1 		$47.1M Buy
111,887
+7,792
+7% +$3.15M 2.5% 5
2023
Q4 		$39.1M Buy
104,095
+316
+0.3% +$112K 2.38% 7
2023
Q3 		$32.8M Buy
103,779
+4,024
+4% +$1.33M 2.21% 6
2023
Q2 		$34M Sell
99,755
-426
-0.4% -$134K 2.4% 5
2023
Q1 		$28.9M Buy
100,181
+4,449
+5% +$1.13M 2.22% 5
2022
Q4 		$23M Sell
95,732
-2,907
-3% -$698K 2.24% 5
2022
Q3 		$23M Buy
98,639
+1,444
+1% +$381K 2.4% 8
2022
Q2 		$25M Sell
97,195
-1,264
-1% -$343K 2.35% 8
2022
Q1 		$30.4M Buy
98,459
+5,290
+6% +$1.59M 2.55% 7
2021
Q4 		$31.3M Buy
93,169
+27,727
+42% +$8.99M 2.64% 8
2021
Q3 		$18.4M Sell
65,442
-2,480
-4% -$722K 2.08% 11
2021
Q2 		$18.4M Sell
67,922
-391
-0.6% -$99.4K 2.21% 10
2021
Q1 		$16.1M Buy
68,313
+16,871
+33% +$3.91M 2.58% 9
2020
Q4 		$11.4M Sell
51,442
-2,764
-5% -$594K 2.39% 10
2020
Q3 		$11.4M Buy
54,206
+1,584
+3% +$333K 2.8% 8
2020
Q2 		$10.7M Buy
52,622
+23,295
+79% +$4.23M 3.09% 8
2020
Q1 		$4.63M Buy
29,327
+11,810
+67% +$1.94M 1.58% 13
2019
Q4 		$2.76M Sell
17,517
-3,149
-15% -$463K 1.39% 18
2019
Q3 		$2.87M Buy
20,666
+19,084
+1,206% +$2.62M 1.45% 17
2019
Q2 		$212K Sell
1,582
-8,569
-84% -$1.09M 0.21% 67
2019
Q1 		$1.2M Sell
10,151
-76
-0.7% -$8.29K 1.02% 28
2018
Q4 		$1.04M Buy
+10,227
New +$1.1M 1.04% 26

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

Robertson Stephens Wealth Management's MSFT Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Microsoft (MSFT) stake by 4.8% in Q1 2026, selling an estimated $3.36M and leaving 159,449 shares worth $59M. The position accounts for 1.65% of the portfolio, ranked #11.

Robertson Stephens Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $81M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Robertson Stephens Wealth Management held 159,449 shares of Microsoft worth $59M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 8,034 Microsoft shares in Q1 2026, an estimated $3.36M.
  • Microsoft made up 1.65% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Robertson Stephens Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Robertson Stephens Wealth Management's Microsoft position peaked at $81M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.