Oliver Luxxe Assets’s Microsoft MSFT Stock Holding History

Oliver Luxxe Assets’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	$298K	Buy	+800	New	+$324K	0.04%	185

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 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

Oliver Luxxe Assets's MSFT Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Microsoft (MSFT) stake by 0.61% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,185 shares worth $3.05M. The position accounts for 0.45% of the portfolio, ranked #75.

Oliver Luxxe Assets first reported a position in MSFT in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.66M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Oliver Luxxe Assets held 8,185 shares of Microsoft worth $3.05M as of Q2 2026.
Oliver Luxxe Assets bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
Microsoft made up 0.45% of Oliver Luxxe Assets's portfolio in Q2 2026, its #75 holding.
Oliver Luxxe Assets first reported a position in Microsoft in Q1 2017 and has held it in 38 quarters since.
Oliver Luxxe Assets's Microsoft position peaked at $7.66M in Q4 2024.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.