RVW Wealth’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 | $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 | $1.17M | 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
RVW Wealth's MSFT Position: Q2 2026 in Review
RVW Wealth reduced its Microsoft (MSFT) stake by 17% in Q2 2026, selling an estimated $348K and leaving 4,073 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #65.
RVW Wealth first reported a position in MSFT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.04M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- RVW Wealth held 4,073 shares of Microsoft worth $1.52M as of Q2 2026.
- RVW Wealth sold 860 Microsoft shares in Q2 2026, an estimated $348K.
- Microsoft made up 0.1% of RVW Wealth's portfolio in Q2 2026, its #65 holding.
- RVW Wealth first reported a position in Microsoft in Q2 2019 and has held it in 28 quarters since.
- RVW Wealth's Microsoft position peaked at $3.04M in Q2 2024.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.