Oceanside Advisors’s Microsoft MSFT Stock Holding History

Oceanside Advisors’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	$567K	Hold	1,521	–	–	0.29%	37
2026 Q1	$563K	Buy	1,521 +97	+7%	+$40.6K	0.32%	30
2025 Q4	$689K	Hold	1,424	–	–	0.42%	27
2025 Q3	$738K	Hold	1,424	–	–	0.46%	26
2025 Q2	$708K	Hold	1,424	–	–	0.47%	26
2025 Q1	$535K	Hold	1,424	–	–	0.39%	28
2024 Q4	$600K	Hold	1,424	–	–	0.45%	26
2024 Q3	$613K	Hold	1,424	–	–	0.46%	26
2024 Q2	$636K	Hold	1,424	–	–	0.51%	25
2024 Q1	$599K	Sell	1,424 -445	-24%	-$180K	0.5%	25
2023 Q4	$703K	Buy	+1,869	New	+$665K	0.62%	23

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oceanside Advisors's MSFT Position: Q2 2026 in Review

Oceanside Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,521 shares worth $567K. The position accounts for 0.29% of the portfolio, ranked #37.

Oceanside Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $738K in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Oceanside Advisors held 1,521 shares of Microsoft worth $567K as of Q2 2026.
Oceanside Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.29% of Oceanside Advisors's portfolio in Q2 2026, its #37 holding.
Oceanside Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Oceanside Advisors's Microsoft position peaked at $738K in Q3 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.