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Carbahal Olsen Financial Services Group’s Microsoft MSFT Stock Holding History

Carbahal Olsen Financial Services Group’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 		$662K Sell
1,776
-17
-0.9% -$6.88K 0.46% 16
2026
Q1 		$664K Sell
1,793
-78
-4% -$32.6K 0.53% 13
2025
Q4 		$905K Sell
1,871
-39
-2% -$19.5K 0.69% 13
2025
Q3 		$989K Sell
1,910
-80
-4% -$40.8K 0.79% 12
2025
Q2 		$990K Sell
1,990
-21
-1% -$9.12K 0.84% 12
2025
Q1 		$755K Sell
2,011
-61
-3% -$24.9K 0.72% 13
2024
Q4 		$873K Buy
+2,072
New +$883K 0.81% 12

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carbahal Olsen Financial Services Group's MSFT Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its Microsoft (MSFT) stake by 0.95% in Q2 2026, selling an estimated $6.88K and leaving 1,776 shares worth $662K. The position accounts for 0.46% of the portfolio, ranked #16.

Carbahal Olsen Financial Services Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $990K in Q2 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 1,776 shares of Microsoft worth $662K as of Q2 2026.
  • Carbahal Olsen Financial Services Group sold 17 Microsoft shares in Q2 2026, an estimated $6.88K.
  • Microsoft made up 0.46% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #16 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Carbahal Olsen Financial Services Group's Microsoft position peaked at $990K in Q2 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.