RBC Global Asset Management (U.S.) MSFT — Microsoft Corp. -Common Stock

Ownership history in RBC Global Asset Management (U.S.)  ·  30 quarters on record

AI Ownership Summary

RBC Global Asset Management (U.S.) reported Microsoft Corp. -Common Stock (MSFT) in 30 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RBC Global Asset Management (U.S.)'s position in Microsoft Corp. -Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
30 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page RBC Global Asset Management (U.S.) fund profile RBC Global Asset Management (U.S.) full holdings
How RBC Global Asset Management (U.S.) held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% DDD Partners, LLC 3Y 7Y 29.42% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% BRIGHTON JONES LLC 3Y 7Y 13.15%

FAQ About RBC Global Asset Management (U.S.) and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has RBC Global Asset Management (U.S.) reported owning MSFT?

RBC Global Asset Management (U.S.) reported MSFT across 0 quarterly 13F filings.

What was the largest reported MSFT position in RBC Global Asset Management (U.S.)'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for MSFT in RBC Global Asset Management (U.S.).

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2009 Q3, when RBC Global Asset Management (U.S.) reported 764,405 shares, equal to 0.78% of portfolio, with an estimated market value of $19.7M.

What does the chart on this MSFT ownership page compare?

The chart compares RBC Global Asset Management (U.S.)'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RBC Global Asset Management (U.S.) time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, RBC Global Asset Management (U.S.) correctly timed 14 out of 29 reported position changes (48%). The annualised alpha on MSFT relative to SPY over the holding period was +0.9%.

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