One Advisory Partners’s Microsoft MSFT Stock Holding History

One Advisory Partners’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	$460K	Sell	1,232 -118	-9%	-$47.7K	0.13%	48
2026 Q1	$500K	Sell	1,350 -9	-0.7%	-$3.77K	0.15%	43
2025 Q4	$657K	Buy	1,359 +81	+6%	+$40.6K	0.2%	37
2025 Q3	$657K	Sell	1,278 -4	-0.3%	-$2.04K	0.2%	37
2025 Q2	$649K	Buy	1,282 +510	+66%	+$221K	0.22%	33
2025 Q1	$290K	Buy	772 +38	+5%	+$15.5K	0.12%	43
2024 Q4	$309K	Hold	734	–	–	0.14%	38
2024 Q3	$316K	Buy	734 +206	+39%	+$88.1K	0.14%	36
2024 Q2	$236K	Hold	528	–	–	0.11%	44
2024 Q1	$222K	Buy	+528	New	+$214K	0.11%	42

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

One Advisory Partners's MSFT Position: Q2 2026 in Review

One Advisory Partners reduced its Microsoft (MSFT) stake by 8.7% in Q2 2026, selling an estimated $47.7K and leaving 1,232 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #48.

One Advisory Partners first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $657K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

One Advisory Partners held 1,232 shares of Microsoft worth $460K as of Q2 2026.
One Advisory Partners sold 118 Microsoft shares in Q2 2026, an estimated $47.7K.
Microsoft made up 0.13% of One Advisory Partners's portfolio in Q2 2026, its #48 holding.
One Advisory Partners first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
One Advisory Partners's Microsoft position peaked at $657K in Q4 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.