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RTD Financial Advisors’s Microsoft MSFT Stock Holding History

RTD Financial 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 		$543K Buy
1,456
+182
+14% +$73.6K 0.06% 92
2026
Q1 		$472K Sell
1,274
-146
-10% -$61.1K 0.06% 87
2025
Q4 		$687K Sell
1,420
-311
-18% -$156K 0.08% 78
2025
Q3 		$897K Buy
1,731
+59
+4% +$30.1K 0.11% 67
2025
Q2 		$832K Sell
1,672
-269
-14% -$117K 0.11% 66
2025
Q1 		$729K Buy
1,941
+201
+12% +$81.9K 0.1% 71
2024
Q4 		$734K Buy
1,740
+311
+22% +$132K 0.09% 71
2024
Q3 		$615K Buy
1,429
+62
+5% +$26.5K 0.08% 76
2024
Q2 		$611K Buy
1,367
+41
+3% +$17.3K 0.08% 72
2024
Q1 		$558K Hold
1,326
– – 0.08% 72
2023
Q4 		$499K Sell
1,326
-86
-6% -$30.6K 0.07% 76
2023
Q3 		$446K Hold
1,412
– – 0.07% 77
2023
Q2 		$481K Buy
1,412
+86
+6% +$27K 0.07% 74
2023
Q1 		$382K Sell
1,326
-137
-9% -$34.9K 0.06% 78
2022
Q4 		$351K Sell
1,463
-97
-6% -$23.3K 0.06% 81
2022
Q3 		$363K Sell
1,560
-1,802
-54% -$476K 0.07% 74
2022
Q2 		$863K Sell
3,362
-63
-2% -$17.1K 0.13% 64
2022
Q1 		$1.06M Buy
3,425
+161
+5% +$48.4K 0.14% 61
2021
Q4 		$1.1M Buy
+3,264
New +$1.06M 0.14% 62

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

RTD Financial Advisors's MSFT Position: Q2 2026 in Review

RTD Financial Advisors increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $73.6K and bringing the position to 1,456 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #92.

RTD Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RTD Financial Advisors held 1,456 shares of Microsoft worth $543K as of Q2 2026.
  • RTD Financial Advisors bought 182 Microsoft shares in Q2 2026, an estimated $73.6K.
  • Microsoft made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • RTD Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Microsoft position peaked at $1.1M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.