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Royal Harbor Partners’s Microsoft MSFT Stock Holding History

Royal Harbor 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 		$5.1M Sell
13,682
-949
-6% -$384K 1.58% 20
2026
Q1 		$5.42M Buy
14,631
+2,533
+21% +$1.06M 1.83% 15
2025
Q4 		$5.85M Buy
12,098
+450
+4% +$226K 1.93% 15
2025
Q3 		$6.03M Buy
11,648
+69
+0.6% +$35.2K 2.05% 15
2025
Q2 		$5.76M Sell
11,579
-128
-1% -$55.6K 2.1% 16
2025
Q1 		$4.39M Sell
11,707
-166
-1% -$67.7K 1.7% 19
2024
Q4 		$5M Buy
11,873
+499
+4% +$213K 1.89% 16
2024
Q3 		$4.89M Buy
11,374
+180
+2% +$76.9K 1.9% 17
2024
Q2 		$5M Sell
11,194
-2,394
-18% -$1.01M 2.07% 17
2024
Q1 		$5.72M Buy
13,588
+651
+5% +$264K 2.49% 14
2023
Q4 		$4.86M Buy
12,937
+1,497
+13% +$533K 2.26% 13
2023
Q3 		$3.61M Sell
11,440
-994
-8% -$328K 1.88% 14
2023
Q2 		$4.23M Buy
12,434
+1,064
+9% +$333K 2.08% 15
2023
Q1 		$3.28M Sell
11,370
-1,392
-11% -$355K 1.76% 17
2022
Q4 		$3.06M Sell
12,762
-638
-5% -$153K 1.89% 13
2022
Q3 		$3.12M Sell
13,400
-237
-2% -$62.6K 2.13% 13
2022
Q2 		$3.5M Buy
13,637
+251
+2% +$68.1K 2.39% 12
2022
Q1 		$4.13M Buy
13,386
+117
+0.9% +$35.2K 2.64% 11
2021
Q4 		$4.46M Buy
13,269
+365
+3% +$118K 2.83% 6
2021
Q3 		$3.64M Sell
12,904
-173
-1% -$50.3K 2.59% 9
2021
Q2 		$3.54M Buy
13,077
+469
+4% +$119K 2.36% 12
2021
Q1 		$2.97M Sell
12,608
-381
-3% -$88.4K 2.27% 12
2020
Q4 		$2.89M Sell
12,989
-1,116
-8% -$240K 2.42% 8
2020
Q3 		$2.97M Buy
14,105
+3,357
+31% +$705K 2.78% 6
2020
Q2 		$2.19M Sell
10,748
-1,778
-14% -$323K 2.16% 10
2020
Q1 		$1.98M Buy
12,526
+3,059
+32% +$503K 2.29% 9
2019
Q4 		$1.49M Buy
+9,467
New +$1.39M 1.44% 22

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal Harbor Partners's MSFT Position: Q2 2026 in Review

Royal Harbor Partners reduced its Microsoft (MSFT) stake by 6.5% in Q2 2026, selling an estimated $384K and leaving 13,682 shares worth $5.1M. The position accounts for 1.58% of the portfolio, ranked #20.

Royal Harbor Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.03M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Royal Harbor Partners held 13,682 shares of Microsoft worth $5.1M as of Q2 2026.
  • Royal Harbor Partners sold 949 Microsoft shares in Q2 2026, an estimated $384K.
  • Microsoft made up 1.58% of Royal Harbor Partners's portfolio in Q2 2026, its #20 holding.
  • Royal Harbor Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Royal Harbor Partners's Microsoft position peaked at $6.03M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.