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RAFFA WEALTH MANAGEMENT, LLC’s Microsoft MSFT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$711K Sell
1,907
-392
-17% -$159K 0.09% 50
2026
Q1 		$851K Buy
2,299
+12
+0.5% +$5.02K 0.13% 48
2025
Q4 		$1.11M Buy
2,287
+53
+2% +$26.6K 0.17% 47
2025
Q3 		$1.16M Sell
2,234
-218
-9% -$111K 0.21% 47
2025
Q2 		$1.22M Buy
2,452
+383
+19% +$166K 0.24% 44
2025
Q1 		$777K Sell
2,069
-116
-5% -$47.3K 0.18% 46
2024
Q4 		$921K Sell
2,185
-19
-0.9% -$8.09K 0.21% 43
2024
Q3 		$948K Sell
2,204
-970
-31% -$415K 0.23% 42
2024
Q2 		$1.42M Buy
3,174
+164
+5% +$69.3K 0.4% 37
2024
Q1 		$1.27M Buy
3,010
+786
+35% +$318K 0.38% 37
2023
Q4 		$836K Sell
2,224
-389
-15% -$138K 0.25% 38
2023
Q3 		$825K Buy
2,613
+1
+0% +$330 0.28% 34
2023
Q2 		$889K Sell
2,612
-1,296
-33% -$406K 0.3% 34
2023
Q1 		$1.13M Buy
3,908
+370
+10% +$94.4K 0.41% 29
2022
Q4 		$849K Buy
3,538
+48
+1% +$11.5K 0.35% 29
2022
Q3 		$813K Sell
3,490
-64
-2% -$16.9K 0.36% 27
2022
Q2 		$913K Buy
3,554
+119
+3% +$32.3K 0.42% 25
2022
Q1 		$1.06M Sell
3,435
-100
-3% -$30.1K 0.39% 22
2021
Q4 		$1.19M Buy
3,535
+122
+4% +$39.6K 0.39% 21
2021
Q3 		$962K Buy
3,413
+59
+2% +$17.2K 0.33% 20
2021
Q2 		$909K Sell
3,354
-1,922
-36% -$489K 0.31% 20
2021
Q1 		$1.24M Sell
5,276
-267
-5% -$62K 0.44% 18
2020
Q4 		$1.23M Buy
5,543
+66
+1% +$14.2K 0.44% 18
2020
Q3 		$1.15M Sell
5,477
-41
-0.7% -$8.61K 0.43% 17
2020
Q2 		$1.12M Buy
5,518
+19
+0.3% +$3.45K 0.43% 17
2020
Q1 		$867K Sell
5,499
-3,081
-36% -$507K 0.32% 17
2019
Q4 		$1.35M Hold
8,580
– – 0.47% 19
2019
Q3 		$1.19M Buy
+8,580
New +$1.18M 0.43% 19
2019
Q2 		– Sell
-9,440
Closed -$1.11M – 1144
2019
Q1 		$1.11M Sell
9,440
-14,037
-60% -$1.53M 0.45% 14
2018
Q4 		$2.38M Sell
23,477
-3,808
-14% -$408K 0.91% 11
2018
Q3 		$3.12M Buy
27,285
+2,762
+11% +$299K 1.1% 11
2018
Q2 		$2.42M Sell
24,523
-4,150
-14% -$402K 0.9% 13
2018
Q1 		$2.62M Buy
28,673
+527
+2% +$48.2K 0.96% 13
2017
Q4 		$2.41M Sell
28,146
-69
-0.2% -$5.66K 0.93% 14
2017
Q3 		$2.1M Sell
28,215
-300
-1% -$21.9K 0.86% 13
2017
Q2 		$1.97M Hold
28,515
– – 0.85% 12
2017
Q1 		$1.88M Sell
28,515
-169
-0.6% -$10.8K 0.91% 8
2016
Q4 		$1.78M Buy
28,684
+1,300
+5% +$78.2K 0.93% 8
2016
Q3 		$1.58M Hold
27,384
– – 0.85% 8
2016
Q2 		$1.4M Sell
27,384
-894
-3% -$46.5K 0.78% 11
2016
Q1 		$1.56M Buy
28,278
+305
+1% +$16K 0.9% 8
2015
Q4 		$1.55M Sell
27,973
-175
-0.6% -$9.21K 0.93% 9
2015
Q3 		$1.25M Buy
28,148
+621
+2% +$27.9K 0.74% 11
2015
Q2 		$1.22M Sell
27,527
-2,937
-10% -$134K 0.72% 12
2015
Q1 		$1.24M Buy
30,464
+260
+0.9% +$11.3K 0.73% 12
2014
Q4 		$1.4M Buy
30,204
+150
+0.5% +$7.04K 0.85% 11
2014
Q3 		$1.39M Sell
30,054
-3,744
-11% -$167K 1.05% 8
2014
Q2 		$1.41M Buy
33,798
+346
+1% +$14K 1.08% 8
2014
Q1 		$1.37M Buy
33,452
+3,248
+11% +$122K 1.12% 8
2013
Q4 		$1.4M Buy
+30,204
New +$1.1M 0.85% 11

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

RAFFA WEALTH MANAGEMENT, LLC's MSFT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Microsoft (MSFT) stake by 17% in Q2 2026, selling an estimated $159K and leaving 1,907 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #50.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.12M in Q3 2018. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,907 shares of Microsoft worth $711K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 392 Microsoft shares in Q2 2026, an estimated $159K.
  • Microsoft made up 0.09% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #50 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Microsoft position peaked at $3.12M in Q3 2018.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.