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Running Point Capital Advisors’s Microsoft MSFT Stock Holding History

Running Point Capital 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
2025
Q4 		$4.72M Sell
9,751
-173
-2% -$86.7K 1.29% 22
2025
Q3 		$5.14M Buy
9,924
+318
+3% +$162K 1.38% 17
2025
Q2 		$4.78M Sell
9,606
-547
-5% -$238K 1.32% 17
2025
Q1 		$3.81M Buy
10,153
+1,887
+23% +$769K 1.21% 23
2024
Q4 		$3.48M Buy
8,266
+428
+5% +$182K 1.19% 21
2024
Q3 		$3.37M Sell
7,838
-238
-3% -$102K 1.3% 23
2024
Q2 		$3.61M Hold
8,076
– – 1.49% 22
2024
Q1 		$3.4M Sell
8,076
-2,083
-21% -$843K 1.52% 21
2023
Q4 		$3.82M Sell
10,159
-39
-0.4% -$13.9K 1.86% 17
2023
Q3 		$3.22M Buy
10,198
+238
+2% +$78.6K 1.87% 13
2023
Q2 		$3.39M Buy
9,960
+114
+1% +$35.7K 1.9% 14
2023
Q1 		$2.84M Sell
9,846
-41
-0.4% -$10.5K 1.72% 15
2022
Q4 		$2.37M Buy
9,887
+105
+1% +$25.2K 1.46% 16
2022
Q3 		$2.28M Buy
9,782
+470
+5% +$124K 1.51% 16
2022
Q2 		$2.39M Buy
9,312
+68
+0.7% +$18.5K 1.54% 15
2022
Q1 		$2.85M Sell
9,244
-5,071
-35% -$1.53M 1.67% 16
2021
Q4 		$4.81M Sell
14,315
-722
-5% -$234K 2.89% 12
2021
Q3 		$4.24M Buy
15,037
+8,498
+130% +$2.47M 1.88% 18
2021
Q2 		$1.77M Buy
6,539
+2,857
+78% +$726K 0.81% 29
2021
Q1 		$868K Sell
3,682
-99
-3% -$23K 0.48% 38
2020
Q4 		$841K Buy
+3,781
New +$813K 0.49% 40

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Running Point Capital Advisors's MSFT Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q4 2025, selling an estimated $86.7K and leaving 9,751 shares worth $4.72M. The position accounts for 1.29% of the portfolio, ranked #22.

Running Point Capital Advisors first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.14M in Q3 2025. 6,292 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Running Point Capital Advisors held 9,751 shares of Microsoft worth $4.72M as of Q4 2025.
  • Running Point Capital Advisors sold 173 Microsoft shares in Q4 2025, an estimated $86.7K.
  • Microsoft made up 1.29% of Running Point Capital Advisors's portfolio in Q4 2025, its #22 holding.
  • Running Point Capital Advisors first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's Microsoft position peaked at $5.14M in Q3 2025.
  • 6,292 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.