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 Q2	$704K	Sell	1,887 -69	-4%	-$27.9K	0.17%	37
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 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

Ruedi Wealth Management's MSFT Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Microsoft (MSFT) stake by 3.5% in Q2 2026, selling an estimated $27.9K and leaving 1,887 shares worth $704K. The position accounts for 0.17% of the portfolio, ranked #37.

Ruedi Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $952K in Q2 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ruedi Wealth Management held 1,887 shares of Microsoft worth $704K as of Q2 2026.
Ruedi Wealth Management sold 69 Microsoft shares in Q2 2026, an estimated $27.9K.
Microsoft made up 0.17% of Ruedi Wealth Management's portfolio in Q2 2026, its #37 holding.
Ruedi Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Ruedi Wealth Management's Microsoft position peaked at $952K in Q2 2025.
6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.