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Shira Ridge Wealth Management’s Microsoft MSFT Stock Holding History

Shira Ridge Wealth Management’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 		$2.38M Sell
6,384
-26
-0.4% -$10.5K 0.83% 21
2026
Q1 		$2.37M Buy
6,410
+65
+1% +$27.2K 0.94% 21
2025
Q4 		$3.07M Sell
6,345
-67
-1% -$33.6K 1.23% 22
2025
Q3 		$3.32M Buy
6,412
+2
+0% +$1.02K 1.41% 21
2025
Q2 		$3.19M Buy
6,410
+3
+0% +$1.3K 1.46% 20
2025
Q1 		$2.4M Buy
6,407
+133
+2% +$54.2K 1.2% 23
2024
Q4 		$2.64M Sell
6,274
-706
-10% -$301K 1.29% 22
2024
Q3 		$3M Sell
6,980
-359
-5% -$153K 1.53% 19
2024
Q2 		$3.28M Buy
7,339
+2
+0% +$845 1.83% 14
2024
Q1 		$3.09M Buy
7,337
+104
+1% +$42.1K 1.77% 13
2023
Q4 		$2.72M Buy
7,233
+19
+0.3% +$6.76K 1.63% 18
2023
Q3 		$2.28M Buy
7,214
+378
+6% +$125K 1.5% 19
2023
Q2 		$2.33M Sell
6,836
-76
-1% -$23.8K 1.46% 20
2023
Q1 		$1.99M Sell
6,912
-69
-1% -$17.6K 1.32% 21
2022
Q4 		$1.67M Buy
+6,981
New +$1.68M 1.15% 22

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

Shira Ridge Wealth Management's MSFT Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Microsoft (MSFT) stake by 0.41% in Q2 2026, selling an estimated $10.5K and leaving 6,384 shares worth $2.38M. The position accounts for 0.83% of the portfolio, ranked #21.

Shira Ridge Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q3 2025. 1,204 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shira Ridge Wealth Management held 6,384 shares of Microsoft worth $2.38M as of Q2 2026.
  • Shira Ridge Wealth Management sold 26 Microsoft shares in Q2 2026, an estimated $10.5K.
  • Microsoft made up 0.83% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Shira Ridge Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Microsoft position peaked at $3.32M in Q3 2025.
  • 1,204 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.