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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
2025
Q3 		– Sell
-100
Closed -$49.7K – 560
2025
Q2 		$49.7K Buy
+100
New +$43.4K ﹤0.01% 543

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

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.