Robertson Stephens Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $4.63M | 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
Robertson Stephens Wealth Management's MSFT Position: Q2 2026 in Review
Robertson Stephens Wealth Management reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $1.21M and leaving 156,449 shares worth $58.4M. The position accounts for 1.44% of the portfolio, ranked #13.
Robertson Stephens Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $81M in Q4 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Robertson Stephens Wealth Management held 156,449 shares of Microsoft worth $58.4M as of Q2 2026.
- Robertson Stephens Wealth Management sold 3,000 Microsoft shares in Q2 2026, an estimated $1.21M.
- Microsoft made up 1.44% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #13 holding.
- Robertson Stephens Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Robertson Stephens Wealth Management's Microsoft position peaked at $81M in Q4 2025.
- 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.