Omni 360 Wealth
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Omni 360 Wealth’s Microsoft MSFT Stock Holding History

Omni 360 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 		$1.55M Buy
3,028
+86
+3% +$39.8K 0.7% 34
2026
Q2 		$1.1M Sell
2,942
-81
-3% -$32.8K 0.51% 45
2026
Q1 		$1.12M Sell
3,023
-8
-0.3% -$3.35K 0.58% 39
2025
Q4 		$1.39M Sell
3,031
-98
-3% -$49.1K 0.71% 29
2025
Q3 		$1.62M Sell
3,129
-177
-5% -$90.3K 0.91% 24
2025
Q2 		$1.64M Buy
3,306
+1
+0% +$434 1.02% 26
2025
Q1 		$1.24M Sell
3,305
-112
-3% -$45.7K 0.83% 28
2024
Q4 		$1.44M Sell
3,417
-2,099
-38% -$894K 0.96% 29
2024
Q3 		$2.37M Buy
5,516
+1,041
+23% +$445K 1.63% 15
2024
Q2 		$2M Buy
4,475
+95
+2% +$40.1K 1.52% 15
2024
Q1 		$1.84M Buy
4,380
+108
+3% +$43.7K 1.52% 18
2023
Q4 		$1.61M Buy
+4,272
New +$1.52M 1.5% 19

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Omni 360 Wealth's MSFT Position: Q3 2026 in Review

Omni 360 Wealth increased its Microsoft (MSFT) stake by 2.9% in Q3 2026, buying an estimated $39.8K and bringing the position to 3,028 shares worth $1.55M. The position accounts for 0.7% of the portfolio, ranked #34.

Omni 360 Wealth first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q3 2024. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Omni 360 Wealth held 3,028 shares of Microsoft worth $1.55M as of Q3 2026.
  • Omni 360 Wealth bought 86 Microsoft shares in Q3 2026, an estimated $39.8K.
  • Microsoft made up 0.7% of Omni 360 Wealth's portfolio in Q3 2026, its #34 holding.
  • Omni 360 Wealth first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's Microsoft position peaked at $2.37M in Q3 2024.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.