Roth Financial Partners’s Microsoft MSFT Stock Holding History

Roth Financial Partners’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	$408K	Hold	1,094	–	–	0.12%	27
2026 Q1	$405K	Hold	1,094	–	–	0.14%	26
2025 Q4	$529K	Hold	1,094	–	–	0.17%	23
2025 Q3	$567K	Hold	1,094	–	–	0.19%	22
2025 Q2	$544K	Hold	1,094	–	–	0.2%	21
2025 Q1	$411K	Hold	1,094	–	–	0.16%	23
2024 Q4	$461K	Hold	1,094	–	–	0.18%	23
2024 Q3	$471K	Hold	1,094	–	–	0.19%	20
2024 Q2	$489K	Hold	1,094	–	–	0.21%	20
2024 Q1	$460K	Hold	1,094	–	–	0.2%	19
2023 Q4	$411K	Buy	1,094 +594	+119%	+$211K	0.21%	19
2023 Q3	$158K	Hold	500	–	–	0.1%	25
2023 Q2	$170K	Hold	500	–	–	0.11%	23
2023 Q1	$144K	Hold	500	–	–	0.1%	23
2022 Q4	$120K	Hold	500	–	–	0.09%	21
2022 Q3	$116K	Hold	500	–	–	0.09%	25
2022 Q2	$128K	Hold	500	–	–	0.1%	25
2022 Q1	$154K	Hold	500	–	–	0.11%	29
2021 Q4	$168K	Hold	500	–	–	0.12%	23
2021 Q3	$141K	Hold	500	–	–	0.11%	24
2021 Q2	$135K	Hold	500	–	–	0.1%	22
2021 Q1	$118K	Buy	+500	New	+$116K	0.1%	21

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Roth Financial Partners's MSFT Position: Q2 2026 in Review

Roth Financial Partners held its Microsoft (MSFT) position steady in Q2 2026 at 1,094 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #27.

Roth Financial Partners first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $567K in Q3 2025. 3,615 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Roth Financial Partners held 1,094 shares of Microsoft worth $408K as of Q2 2026.
Roth Financial Partners left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.12% of Roth Financial Partners's portfolio in Q2 2026, its #27 holding.
Roth Financial Partners first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
Roth Financial Partners's Microsoft position peaked at $567K in Q3 2025.
3,615 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.