Ruggiero Investments’s Microsoft MSFT Stock Holding History

Ruggiero Investments’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	$373K	Buy	+1,000	New	+$405K	0.31%	54

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

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.