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Summit Wealth Group, LLC/OK’s Microsoft MSFT Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$480K Sell
935
-357
-28% -$165K 0.81% 31
2026
Q2 		$482K Hold
1,292
– – 0.63% 35
2026
Q1 		$478K Sell
1,292
-354
-22% -$148K 0.67% 33
2025
Q4 		$796K Buy
+1,646
New +$825K 0.82% 32

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's MSFT Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Microsoft (MSFT) stake by 28% in Q3 2026, selling an estimated $165K and leaving 935 shares worth $480K. The position accounts for 0.81% of the portfolio, ranked #31.

Summit Wealth Group, LLC/OK first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. The position peaked at $796K in Q4 2025. 4,171 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 935 shares of Microsoft worth $480K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 357 Microsoft shares in Q3 2026, an estimated $165K.
  • Microsoft made up 0.81% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #31 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Microsoft position peaked at $796K in Q4 2025.
  • 4,171 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.