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RWA Wealth Partners’s Microsoft MSFT Stock Holding History

RWA Wealth Partners’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
Q1 		$156M Buy
420,166
+10,617
+3% +$4.44M 1.7% 11
2025
Q4 		$198M Sell
409,549
-2,563
-0.6% -$1.28M 2.16% 10
2025
Q3 		$213M Buy
412,112
+28,740
+7% +$14.7M 2.42% 8
2025
Q2 		$191M Sell
383,372
-1,076
-0.3% -$467K 2.39% 8
2025
Q1 		$144M Sell
384,448
-26,630
-6% -$10.9M 1.82% 11
2024
Q4 		$172M Buy
411,078
+23,318
+6% +$9.93M 2.12% 9
2024
Q3 		$166M Buy
387,760
+6,599
+2% +$2.82M 2.07% 10
2024
Q2 		$170M Buy
381,161
+2,406
+0.6% +$1.02M 2.25% 9
2024
Q1 		$159M Sell
378,755
-5,303
-1% -$2.15M 2.14% 9
2023
Q4 		$144M Buy
384,058
+226,357
+144% +$80.6M 2.06% 10
2023
Q3 		$49.8M Buy
157,701
+16,702
+12% +$5.52M 1.08% 15
2023
Q2 		$48M Buy
140,999
+5,301
+4% +$1.66M 1.05% 15
2023
Q1 		$39.1M Buy
135,698
+2,889
+2% +$737K 0.94% 15
2022
Q4 		$31.3M Buy
132,809
+536
+0.4% +$129K 0.78% 15
2022
Q3 		$30.8M Buy
132,273
+3,345
+3% +$883K 2.17% 10
2022
Q2 		$33.1M Buy
128,928
+4,307
+3% +$1.17M 2.24% 10
2022
Q1 		$38.4M Buy
124,621
+4,437
+4% +$1.33M 2.49% 11
2021
Q4 		$40.4M Buy
120,184
+6,945
+6% +$2.25M 2.71% 9
2021
Q3 		$31.9M Buy
113,239
+849
+0.8% +$247K 2.38% 9
2021
Q2 		$30.4M Buy
112,390
+350
+0.3% +$89K 2.27% 9
2021
Q1 		$26.4M Buy
112,040
+12,111
+12% +$2.81M 2.13% 9
2020
Q4 		$22.2M Sell
99,929
-3,510
-3% -$755K 1.97% 11
2020
Q3 		$21.8M Buy
103,439
+2,528
+3% +$531K 2.29% 10
2020
Q2 		$20.5M Buy
100,911
+2,342
+2% +$425K 2.51% 11
2020
Q1 		$15.5M Sell
98,569
-1,419
-1% -$233K 2.2% 13
2019
Q4 		$15.8M Sell
99,988
-269
-0.3% -$39.5K 1.56% 16
2019
Q3 		$13.9M Buy
100,257
+1,947
+2% +$268K 1.47% 18
2019
Q2 		$13.2M Sell
98,310
-595
-0.6% -$75.5K 1.41% 20
2019
Q1 		$11.7M Buy
98,905
+892
+0.9% +$97.3K 1.33% 19
2018
Q4 		$9.96M Buy
98,013
+2,989
+3% +$320K 1.31% 20
2018
Q3 		$10.9M Sell
95,024
-373
-0.4% -$40.4K 1.22% 20
2018
Q2 		$9.41M Buy
95,397
+1,999
+2% +$194K 1.05% 21
2018
Q1 		$8.52M Sell
93,398
-38,169
-29% -$3.49M 1.1% 18
2017
Q4 		$11.3M Buy
131,567
+17,844
+16% +$1.46M 1.27% 14
2017
Q3 		$8.47M Buy
113,723
+12,628
+12% +$922K 0.96% 21
2017
Q2 		$6.97M Buy
101,095
+1,549
+2% +$106K 0.85% 29
2017
Q1 		$6.56M Buy
99,546
+95,888
+2,621% +$6.15M 0.86% 27
2016
Q4 		$227K Buy
+3,658
New +$220K 0.21% 45

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RWA Wealth Partners's MSFT Position: Q1 2026 in Review

RWA Wealth Partners increased its Microsoft (MSFT) stake by 2.6% in Q1 2026, buying an estimated $4.44M and bringing the position to 420,166 shares worth $156M. The position accounts for 1.7% of the portfolio, ranked #11.

RWA Wealth Partners first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $213M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RWA Wealth Partners held 420,166 shares of Microsoft worth $156M as of Q1 2026.
  • RWA Wealth Partners bought 10,617 Microsoft shares in Q1 2026, an estimated $4.44M.
  • Microsoft made up 1.7% of RWA Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • RWA Wealth Partners first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • RWA Wealth Partners's Microsoft position peaked at $213M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.