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OLIO Financial Planning’s Microsoft MSFT Stock Holding History

OLIO Financial Planning’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 		$453K Sell
1,215
-62
-5% -$25.1K 0.11% 41
2026
Q1 		$473K Buy
1,277
+69
+6% +$28.9K 0.13% 39
2025
Q4 		$584K Buy
1,208
+26
+2% +$13K 0.16% 34
2025
Q3 		$612K Sell
1,182
-17
-1% -$8.67K 0.18% 33
2025
Q2 		$597K Sell
1,199
-95
-7% -$41.3K 0.19% 34
2025
Q1 		$486K Buy
1,294
+83
+7% +$33.8K 0.17% 36
2024
Q4 		$510K Buy
1,211
+58
+5% +$24.7K 0.18% 36
2024
Q3 		$433K Hold
1,153
– – 0.18% 38
2024
Q2 		$433K Hold
1,153
– – 0.18% 38
2024
Q1 		$433K Hold
1,153
– – 0.18% 38
2023
Q4 		$433K Buy
1,153
+21
+2% +$7.47K 0.18% 38
2023
Q3 		$357K Buy
1,132
+1
+0.1% +$330 0.17% 39
2023
Q2 		$385K Buy
1,131
+71
+7% +$22.3K 0.18% 35
2023
Q1 		$306K Sell
1,060
-32
-3% -$8.16K 0.16% 35
2022
Q4 		$262K Sell
1,092
-17
-2% -$4.08K 0.14% 38
2022
Q3 		$258K Sell
1,109
-29
-3% -$7.66K 0.15% 36
2022
Q2 		$292K Buy
1,138
+110
+11% +$29.9K 0.16% 38
2022
Q1 		$317K Buy
1,028
+203
+25% +$61.1K 0.18% 37
2021
Q4 		$277K Buy
+825
New +$267K 0.16% 35

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OLIO Financial Planning's MSFT Position: Q2 2026 in Review

OLIO Financial Planning reduced its Microsoft (MSFT) stake by 4.9% in Q2 2026, selling an estimated $25.1K and leaving 1,215 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #41.

OLIO Financial Planning first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $612K in Q3 2025. 2,515 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • OLIO Financial Planning held 1,215 shares of Microsoft worth $453K as of Q2 2026.
  • OLIO Financial Planning sold 62 Microsoft shares in Q2 2026, an estimated $25.1K.
  • Microsoft made up 0.11% of OLIO Financial Planning's portfolio in Q2 2026, its #41 holding.
  • OLIO Financial Planning first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Microsoft position peaked at $612K in Q3 2025.
  • 2,515 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.