OQS
MSFT icon

Occudo Quantitative Strategies’s Microsoft MSFT Stock Holding History

Occudo Quantitative Strategies’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 		$6.14M Buy
+16,447
New +$6.65M 0.33% 85
2026
Q1 		– Sell
-20,518
Closed -$9.92M – 865
2025
Q4 		$9.92M Buy
20,518
+6,654
+48% +$3.33M 0.66% 32
2025
Q3 		$7.18M Buy
+13,864
New +$7.07M 0.87% 17
2025
Q2 		– Sell
-14,504
Closed -$5.49M – 806
2025
Q1 		$5.49M Buy
14,504
+4,495
+45% +$1.83M 0.73% 22
2024
Q4 		$4.22M Buy
10,009
+7,419
+286% +$3.16M 0.76% 14
2024
Q3 		$1.11M Sell
2,590
-10,659
-80% -$4.56M 0.2% 134
2024
Q2 		$5.92M Buy
13,249
+6,590
+99% +$2.78M 1.05% 4
2024
Q1 		$2.8M Buy
6,659
+5,079
+321% +$2.06M 0.49% 43
2023
Q4 		$594K Sell
1,580
-8,624
-85% -$3.07M 0.08% 345
2023
Q3 		$3.22M Buy
+10,204
New +$3.37M 0.42% 7
2023
Q1 		– Sell
-11,725
Closed -$2.81M – 1092
2022
Q4 		$2.81M Sell
11,725
-8,225
-41% -$1.97M 0.33% 74
2022
Q3 		$4.65M Buy
+19,950
New +$5.27M 0.36% 43
2021
Q4 		– Sell
-13,766
Closed -$3.88M – 1183
2021
Q3 		$3.88M Buy
+13,766
New +$4.01M 0.46% 17

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

Occudo Quantitative Strategies's MSFT Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Microsoft (MSFT) in Q2 2026: 16,447 shares worth $6.14M. The stake represents 0.33% of the portfolio and ranks #85 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in MSFT as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in MSFT in Q3 2021 and has held it in 13 quarters since. The position peaked at $9.92M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Occudo Quantitative Strategies held 16,447 shares of Microsoft worth $6.14M as of Q2 2026.
  • Microsoft was a new Occudo Quantitative Strategies position in Q2 2026.
  • Microsoft made up 0.33% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #85 holding.
  • Occudo Quantitative Strategies first reported a position in Microsoft in Q3 2021 and has held it in 13 quarters since.
  • Occudo Quantitative Strategies's Microsoft position peaked at $9.92M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.