Ruggiero Investments’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.9M Buy
13,146
+202
+2% +$81.7K 4.13% 5
2026
Q1
$4.79M Buy
12,944
+751
+6% +$314K 4.63% 5
2025
Q4
$5.9M Buy
+12,193
New +$6.11M 5.32% 5

Other funds holding MSFT

Ruggiero Investments's MSFT Position: Q2 2026 in Review

Ruggiero Investments increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $81.7K and bringing the position to 13,146 shares worth $4.9M. The position accounts for 4.13% of the portfolio, ranked #5.

Ruggiero Investments first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.9M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ruggiero Investments held 13,146 shares of Microsoft worth $4.9M as of Q2 2026.
  • Ruggiero Investments bought 202 Microsoft shares in Q2 2026, an estimated $81.7K.
  • Microsoft made up 4.13% of Ruggiero Investments's portfolio in Q2 2026, its #5 holding.
  • Ruggiero Investments first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Ruggiero Investments's Microsoft position peaked at $5.9M in Q4 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.