Runnymede Capital Advisors’s Microsoft MSFT Stock Holding History

Runnymede 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
2026 Q2	$5.69M	Sell	15,253 -13	-0.1%	-$5.26K	3.39%	11
2026 Q1	$5.65M	Sell	15,266 -4,081	-21%	-$1.71M	4.85%	8
2025 Q4	$9.36M	Buy	19,347 +5,102	+36%	+$2.56M	5.39%	3
2025 Q3	$7.38M	Sell	14,245 -10	-0.1%	-$5.1K	6.08%	4
2025 Q2	$7.09M	Sell	14,255 -23	-0.2%	-$9.99K	6.53%	3
2025 Q1	$5.36M	Sell	14,278 -583	-4%	-$238K	5.14%	5
2024 Q4	$6.26M	Buy	+14,861	New	+$6.33M	5.47%	5

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Runnymede Capital Advisors's MSFT Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its Microsoft (MSFT) stake by 0.09% in Q2 2026, selling an estimated $5.26K and leaving 15,253 shares worth $5.69M. The position accounts for 3.39% of the portfolio, ranked #11.

Runnymede Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.36M in Q4 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Runnymede Capital Advisors held 15,253 shares of Microsoft worth $5.69M as of Q2 2026.
Runnymede Capital Advisors sold 13 Microsoft shares in Q2 2026, an estimated $5.26K.
Microsoft made up 3.39% of Runnymede Capital Advisors's portfolio in Q2 2026, its #11 holding.
Runnymede Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Runnymede Capital Advisors's Microsoft position peaked at $9.36M in Q4 2025.
1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.