RVW Wealth
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RVW Wealth’s Microsoft MSFT Stock Holding History

RVW Wealth’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
Q3 		$4.14M Buy
8,079
+4,006
+98% +$1.85M 0.27% 48
2026
Q2 		$1.52M Sell
4,073
-860
-17% -$348K 0.1% 65
2026
Q1 		$1.83M Buy
4,933
+310
+7% +$130K 0.14% 60
2025
Q4 		$2.24M Sell
4,623
-427
-8% -$214K 0.17% 56
2025
Q3 		$2.62M Sell
5,050
-177
-3% -$90.3K 0.2% 51
2025
Q2 		$2.6M Sell
5,227
-1,202
-19% -$522K 0.22% 49
2025
Q1 		$2.41M Sell
6,429
-325
-5% -$133K 0.23% 47
2024
Q4 		$2.85M Buy
6,754
+81
+1% +$34.5K 0.27% 49
2024
Q3 		$2.87M Sell
6,673
-123
-2% -$52.6K 0.27% 48
2024
Q2 		$3.04M Buy
6,796
+1,177
+21% +$497K 0.3% 45
2024
Q1 		$2.36M Sell
5,619
-269
-5% -$109K 0.24% 47
2023
Q4 		$2.21M Sell
5,888
-240
-4% -$85.4K 0.24% 49
2023
Q3 		$1.93M Buy
6,128
+83
+1% +$27.4K 0.23% 49
2023
Q2 		$2.06M Sell
6,045
-27
-0.4% -$8.46K 0.24% 49
2023
Q1 		$1.75M Sell
6,072
-1,530
-20% -$390K 0.22% 50
2022
Q4 		$1.82M Buy
7,602
+1,219
+19% +$293K 0.23% 50
2022
Q3 		$1.49M Buy
6,383
+168
+3% +$44.4K 0.21% 62
2022
Q2 		$1.6M Buy
6,215
+2,437
+65% +$661K 0.21% 62
2022
Q1 		$1.16M Buy
3,778
+602
+19% +$181K 0.13% 67
2021
Q4 		$1.07M Sell
3,176
-3,234
-50% -$1.05M 0.12% 66
2021
Q3 		$2M Buy
6,410
+3,830
+148% +$1.11M 0.24% 49
2021
Q2 		$1M Sell
2,580
-227
-8% -$57.7K 0.13% 66
2021
Q1 		$1M Buy
2,807
+393
+16% +$91.2K 0.13% 83
2020
Q4 		$1M Buy
2,414
+1,195
+98% +$257K 0.15% 76
2020
Q3 		$256K Buy
1,219
+32
+3% +$6.72K 0.04% 87
2020
Q2 		$242K Sell
1,187
-266
-18% -$48.3K 0.04% 85
2020
Q1 		$229K Buy
+1,453
New +$239K 0.05% 86
2019
Q4 		– Sell
-1,766
Closed -$246K – 78
2019
Q3 		$246K Buy
1,766
+93
+6% +$12.8K 0.06% 72
2019
Q2 		$224K Buy
+1,673
New +$212K 0.05% 61

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

RVW Wealth's MSFT Position: Q3 2026 in Review

RVW Wealth increased its Microsoft (MSFT) stake by 98% in Q3 2026, buying an estimated $1.85M and bringing the position to 8,079 shares worth $4.14M. The position accounts for 0.27% of the portfolio, ranked #48.

RVW Wealth first reported a position in MSFT in Q2 2019 and has held it in 29 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • RVW Wealth held 8,079 shares of Microsoft worth $4.14M as of Q3 2026.
  • RVW Wealth bought 4,006 Microsoft shares in Q3 2026, an estimated $1.85M.
  • Microsoft made up 0.27% of RVW Wealth's portfolio in Q3 2026, its #48 holding.
  • RVW Wealth first reported a position in Microsoft in Q2 2019 and has held it in 29 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.