SEC 13F Intelligence

Robertson Stephens Wealth Management, LLC / MSFT

Robertson Stephens Wealth Management, LLC’s Microsoft Corp Position

Does Robertson Stephens Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 159.4K shares worth $59M (+1.65% of its 13F portfolio) as of Q1 2026, down from 167.5K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
159.4K
% of Portfolio
+1.65%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $212,000Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $5MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $11MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $31MQ4 ’21Q1 ’22: $30MQ2 ’22: $25MQ3 ’22: $23MQ4 ’22: $23MQ4 ’22Q1 ’23: $29MQ2 ’23: $34MQ3 ’23: $33MQ4 ’23: $39MQ4 ’23Q1 ’24: $47MQ2 ’24: $53MQ3 ’24: $52MQ4 ’24: $54MQ4 ’24Q1 ’25: $47MQ2 ’25: $66MQ3 ’25: $70MQ4 ’25: $81MQ4 ’25Q1 ’26: $59Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026159.4K$59M+1.65%
Q4 2025167.5K$81M+2.11%
Q3 2025135.4K$70M+2.12%
Q2 2025133.2K$66M+2.11%
Q1 2025124.7K$47M+1.61%
Q4 2024127.2K$54M+1.90%
Q3 2024120.2K$52M+1.87%
Q2 2024118.8K$53M+2.67%
Q1 2024111.9K$47M+2.50%
Q4 2023104.1K$39M+2.38%
Q3 2023103.8K$33M+2.21%
Q2 202399.8K$34M+2.40%
Q1 2023100.2K$29M+2.22%
Q4 202295.7K$23M+2.24%
Q3 202298.6K$23M+2.40%
Q2 202297.2K$25M+2.35%
Q1 202298.5K$30M+2.55%
Q4 202193.2K$31M+2.64%
Q3 202165.4K$18M+2.08%
Q2 202167.9K$18M+2.21%
Q1 202168.3K$16M+2.58%
Q4 202051.4K$11M+2.39%
Q3 202054.2K$11M+2.80%
Q2 202052.6K$11M+3.09%
Q1 202029.3K$5M+1.58%
Q4 201917.5K$3M+1.39%
Q3 201920.7K$3M+1.45%
Q2 20191.6K$212,000+0.21%
Q1 201910.2K$1M+1.02%
Q4 201810.2K$1M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Robertson Stephens Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.