Roehl & Yi Investment Advisors’s Microsoft MSFT Stock Holding History

Roehl & Yi Investment Advisors’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	$5.53M	Buy	65,373 +274	+0.4%	+$111K	1.82%	11
2026 Q1	$5.39M	Buy	65,099 +1,246	+2%	+$521K	2.02%	9
2025 Q4	$6.42M	Sell	63,853 -175	-0.3%	-$87.7K	2.55%	8
2025 Q3	$6.96M	Buy	64,028 +50,647	+378%	+$25.8M	3.03%	7
2025 Q2	$6.66M	Sell	13,381 -414	-3%	-$180K	3.41%	6
2025 Q1	$5.18M	Buy	13,795 +41	+0.3%	+$16.7K	2.81%	7
2024 Q4	$5.8M	Buy	+13,754	New	+$5.86M	3.19%	6

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

Roehl & Yi Investment Advisors's MSFT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Microsoft (MSFT) stake by 0.42% in Q2 2026, buying an estimated $111K and bringing the position to 65,373 shares worth $5.53M. The position accounts for 1.82% of the portfolio, ranked #11.

Roehl & Yi Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.96M in Q3 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Roehl & Yi Investment Advisors held 65,373 shares of Microsoft worth $5.53M as of Q2 2026.
Roehl & Yi Investment Advisors bought 274 Microsoft shares in Q2 2026, an estimated $111K.
Microsoft made up 1.82% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #11 holding.
Roehl & Yi Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Microsoft position peaked at $6.96M in Q3 2025.
6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.