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WD Rutherford’s Microsoft MSFT Stock Holding History

WD Rutherford’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 		$5.68M Sell
15,230
-377
-2% -$153K 2.06% 15
2026
Q1 		$5.78M Sell
15,607
-932
-6% -$390K 2.57% 7
2025
Q4 		$8M Buy
16,539
+682
+4% +$342K 3.34% 4
2025
Q3 		$8.21M Sell
15,857
-4
-0% -$2.04K 3.49% 2
2025
Q2 		$7.89M Sell
15,861
-1,048
-6% -$455K 3.63% 2
2025
Q1 		$6.52M Sell
16,909
-291
-2% -$119K 3.47% 2
2024
Q4 		$7.25M Sell
17,200
-288
-2% -$123K 3.44% 3
2024
Q3 		$7.53M Sell
17,488
-51
-0.3% -$21.8K 3.68% 3
2024
Q2 		$7.84M Sell
17,539
-430
-2% -$182K 3.94% 2
2024
Q1 		$7.56M Sell
17,969
-252
-1% -$102K 3.91% 2
2023
Q4 		$7.22M Sell
18,221
-299
-2% -$106K 4.2% 2
2023
Q3 		$5.85M Sell
18,520
-191
-1% -$63.1K 4.01% 3
2023
Q2 		$6.37M Sell
18,711
-830
-4% -$260K 4.07% 3
2023
Q1 		$5.63M Sell
19,541
-80
-0.4% -$20.4K 3.97% 3
2022
Q4 		$4.73M Sell
19,621
-355
-2% -$85.2K 3.71% 3
2022
Q3 		$4.65M Sell
19,976
-350
-2% -$92.4K 3.74% 3
2022
Q2 		$5.22M Sell
20,326
-520
-2% -$141K 4.03% 3
2022
Q1 		$6.43M Sell
20,846
-10
-0% -$3.01K 3.67% 3
2021
Q4 		$7.01M Sell
20,856
-580
-3% -$188K 3.55% 4
2021
Q3 		$6.04M Sell
21,436
-2,012
-9% -$585K 3.28% 3
2021
Q2 		$6.35M Buy
23,448
+5
+0% +$1.27K 3.53% 3
2021
Q1 		$5.53M Sell
23,443
-1,125
-5% -$261K 3.44% 3
2020
Q4 		$5.46M Buy
+24,568
New +$5.28M 3.46% 3

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WD Rutherford's MSFT Position: Q2 2026 in Review

WD Rutherford reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $153K and leaving 15,230 shares worth $5.68M. The position accounts for 2.06% of the portfolio, ranked #15.

WD Rutherford first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.21M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WD Rutherford held 15,230 shares of Microsoft worth $5.68M as of Q2 2026.
  • WD Rutherford sold 377 Microsoft shares in Q2 2026, an estimated $153K.
  • Microsoft made up 2.06% of WD Rutherford's portfolio in Q2 2026, its #15 holding.
  • WD Rutherford first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • WD Rutherford's Microsoft position peaked at $8.21M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.