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O'Connor Financial Group’s Microsoft MSFT Stock Holding History

O'Connor Financial 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 		$1.05M Buy
2,820
+239
+9% +$96.7K 0.37% 30
2026
Q1 		$955K Sell
2,581
-2
-0.1% -$837 0.39% 30
2025
Q4 		$1.2M Buy
2,583
+43
+2% +$21.5K 0.48% 27
2025
Q3 		$1.32M Buy
2,540
+50
+2% +$25.5K 0.55% 26
2025
Q2 		$1.24M Buy
2,490
+213
+9% +$92.5K 0.55% 26
2025
Q1 		$855K Buy
2,277
+20
+0.9% +$8.15K 0.44% 26
2024
Q4 		$951K Buy
2,257
+41
+2% +$17.5K 0.5% 26
2024
Q3 		$954K Sell
2,216
-8
-0.4% -$3.42K 0.5% 26
2024
Q2 		$994K Buy
2,224
+10
+0.5% +$4.22K 0.58% 26
2024
Q1 		$931K Buy
2,214
+29
+1% +$11.7K 0.56% 25
2023
Q4 		$822K Sell
2,185
-6
-0.3% -$2.14K 0.51% 31
2023
Q3 		$692K Buy
2,191
+31
+1% +$10.2K 0.47% 33
2023
Q2 		$736K Buy
2,160
+70
+3% +$21.9K 0.51% 32
2023
Q1 		$603K Buy
+2,090
New +$533K 0.45% 33

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

O'Connor Financial Group's MSFT Position: Q2 2026 in Review

O'Connor Financial Group increased its Microsoft (MSFT) stake by 9.3% in Q2 2026, buying an estimated $96.7K and bringing the position to 2,820 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #30.

O'Connor Financial Group first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • O'Connor Financial Group held 2,820 shares of Microsoft worth $1.05M as of Q2 2026.
  • O'Connor Financial Group bought 239 Microsoft shares in Q2 2026, an estimated $96.7K.
  • Microsoft made up 0.37% of O'Connor Financial Group's portfolio in Q2 2026, its #30 holding.
  • O'Connor Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • O'Connor Financial Group's Microsoft position peaked at $1.32M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.