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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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. 1,139 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.
  • 1,139 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.