Olistico Wealth
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Olistico Wealth’s Microsoft MSFT Stock Holding History

Olistico Wealth’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 		$4.2M Sell
8,188
-15
-0.2% -$6.94K 1.76% 11
2026
Q2 		$3.06M Sell
8,203
-334
-4% -$135K 1.31% 19
2026
Q1 		$3.16M Buy
8,537
+833
+11% +$349K 1.56% 15
2025
Q4 		$3.73M Buy
7,704
+99
+1% +$49.6K 1.82% 11
2025
Q3 		$3.94M Hold
7,605
– – 2.08% 11
2025
Q2 		$3.78M Buy
7,605
+113
+2% +$49.1K 2.1% 10
2025
Q1 		$2.81M Buy
7,492
+834
+13% +$340K 1.74% 12
2024
Q4 		$2.81M Buy
6,658
+232
+4% +$98.8K 1.63% 13
2024
Q3 		$2.77M Sell
6,426
-616
-9% -$263K 1.69% 12
2024
Q2 		$3.15M Buy
7,042
+96
+1% +$40.5K 2.01% 11
2024
Q1 		$2.92M Buy
6,946
+244
+4% +$98.8K 2.11% 10
2023
Q4 		$2.52M Buy
6,702
+454
+7% +$162K 1.97% 9
2023
Q3 		$1.97M Buy
6,248
+39
+0.6% +$12.9K 1.76% 11
2023
Q2 		$2.11M Sell
6,209
-2,890
-32% -$906K 1.81% 9
2023
Q1 		$2.62M Buy
9,099
+506
+6% +$129K 2.52% 7
2022
Q4 		$2.06M Buy
+8,593
New +$2.06M 2.23% 9

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Olistico Wealth's MSFT Position: Q3 2026 in Review

Olistico Wealth reduced its Microsoft (MSFT) stake by 0.18% in Q3 2026, selling an estimated $6.94K and leaving 8,188 shares worth $4.2M. The position accounts for 1.76% of the portfolio, ranked #11.

Olistico Wealth first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 1,615 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Olistico Wealth held 8,188 shares of Microsoft worth $4.2M as of Q3 2026.
  • Olistico Wealth sold 15 Microsoft shares in Q3 2026, an estimated $6.94K.
  • Microsoft made up 1.76% of Olistico Wealth's portfolio in Q3 2026, its #11 holding.
  • Olistico Wealth first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.