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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
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

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Olistico Wealth's MSFT Position: Q2 2026 in Review

Olistico Wealth reduced its Microsoft (MSFT) stake by 3.9% in Q2 2026, selling an estimated $135K and leaving 8,203 shares worth $3.06M. The position accounts for 1.31% of the portfolio, ranked #19.

Olistico Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Olistico Wealth held 8,203 shares of Microsoft worth $3.06M as of Q2 2026.
  • Olistico Wealth sold 334 Microsoft shares in Q2 2026, an estimated $135K.
  • Microsoft made up 1.31% of Olistico Wealth's portfolio in Q2 2026, its #19 holding.
  • Olistico Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Microsoft position peaked at $3.94M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.