RWA Wealth Partners
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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

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RWA Wealth Partners's MSFT Position: Q2 2026 in Review

RWA Wealth Partners increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $19.1M and bringing the position to 467,438 shares worth $174M. The position accounts for 1.67% of the portfolio, ranked #11.

RWA Wealth Partners first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $213M in Q3 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RWA Wealth Partners held 467,438 shares of Microsoft worth $174M as of Q2 2026.
  • RWA Wealth Partners bought 47,272 Microsoft shares in Q2 2026, an estimated $19.1M.
  • Microsoft made up 1.67% of RWA Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • RWA Wealth Partners first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • RWA Wealth Partners's Microsoft position peaked at $213M in Q3 2025.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.