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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
2025
Q3 		– Sell
-1,100
Closed -$5.17K – 624
2025
Q2 		$5.17K Sell
1,100
-1,300
-54% -$565K ﹤0.01% 590
2025
Q1 		$84.1K Buy
+2,400
New +$978K ﹤0.01% 542

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.