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Ruedi Wealth Management’s Microsoft MSFT Stock Holding History

Ruedi 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
2026
Q1 		$724K Buy
1,956
+1
+0.1% +$418 0.19% 35
2025
Q4 		$946K Buy
1,955
+157
+9% +$78.7K 0.25% 28
2025
Q3 		$931K Sell
1,798
-116
-6% -$59.2K 0.26% 29
2025
Q2 		$952K Hold
1,914
– – 0.28% 30
2025
Q1 		$718K Buy
1,914
+1
+0.1% +$408 0.22% 31
2024
Q4 		$806K Buy
1,913
+20
+1% +$8.52K 0.25% 25
2024
Q3 		$815K Sell
1,893
-98
-5% -$41.9K 0.28% 27
2024
Q2 		$890K Buy
1,991
+84
+4% +$35.5K 0.35% 22
2024
Q1 		$802K Buy
1,907
+56
+3% +$22.7K 0.34% 28
2023
Q4 		$696K Buy
1,851
+60
+3% +$21.4K 0.33% 28
2023
Q3 		$566K Buy
1,791
+60
+3% +$19.8K 0.32% 25
2023
Q2 		$590K Hold
1,731
– – 0.35% 23
2023
Q1 		$499K Sell
1,731
-78
-4% -$19.9K 0.32% 25
2022
Q4 		$434K Buy
+1,809
New +$434K 0.31% 26

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's MSFT Position: Q1 2026 in Review

Ruedi Wealth Management increased its Microsoft (MSFT) stake by 0.05% in Q1 2026, buying an estimated $418 and bringing the position to 1,956 shares worth $724K. The position accounts for 0.19% of the portfolio, ranked #35.

Ruedi Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $952K in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ruedi Wealth Management held 1,956 shares of Microsoft worth $724K as of Q1 2026.
  • Ruedi Wealth Management bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 0.19% of Ruedi Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Ruedi Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Ruedi Wealth Management's Microsoft position peaked at $952K in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.