Robertson Stephens Wealth Management
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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
Q3 		$83.7M Buy
163,129
+6,680
+4% +$3.09M 2.02% 9
2026
Q2 		$58.4M Sell
156,449
-3,000
-2% -$1.21M 1.44% 13
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 		$4.62M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robertson Stephens Wealth Management's MSFT Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Microsoft (MSFT) stake by 4.3% in Q3 2026, buying an estimated $3.09M and bringing the position to 163,129 shares worth $83.7M. The position accounts for 2.02% of the portfolio, ranked #9.

Robertson Stephens Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Robertson Stephens Wealth Management held 163,129 shares of Microsoft worth $83.7M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 6,680 Microsoft shares in Q3 2026, an estimated $3.09M.
  • Microsoft made up 2.02% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Robertson Stephens Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.