SEC 13F Intelligence

Redwood Wealth Management Group, LLC / MSFT

Redwood Wealth Management Group, LLC’s Microsoft Corp Position

Does Redwood Wealth Management Group, LLC own Microsoft Corp (MSFT)? Yes — 12.4K shares worth $5M (+1.98% of its 13F portfolio) as of Q1 2026, up from 12.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.4K
% of Portfolio
+1.98%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.4K$5M+1.98%
Q4 202512.1K$6M+2.45%
Q3 202512.2K$6M+2.68%
Q2 202512.2K$6M+2.73%
Q1 202512.1K$5M+2.31%
Q4 202412.3K$5M+2.52%
Q3 202411.0K$5M+2.35%
Q2 202411.0K$5M+3.71%
Q1 202411.0K$5M+4.91%
Q4 202311.5K$4M+4.81%
Q3 202311.4K$4M+4.22%
Q2 202311.1K$4M+4.18%
Q1 202311.0K$3M+3.59%
Q4 202211.3K$3M+3.37%

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