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One Degree Advisors’s Microsoft MSFT Stock Holding History

One Degree Advisors’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 		$921K Buy
2,398
+5
+0.2% +$2.02K 0.21% 48
2026
Q1 		$885K Sell
2,393
-116
-5% -$48.5K 0.23% 43
2025
Q4 		$1.21M Sell
2,509
-142
-5% -$71.2K 0.33% 34
2025
Q3 		$1.37M Sell
2,651
-564
-18% -$288K 0.42% 31
2025
Q2 		$1.6M Buy
3,215
+670
+26% +$291K 0.57% 29
2025
Q1 		$955K Buy
2,545
+242
+11% +$98.7K 0.39% 30
2024
Q4 		$947K Buy
2,303
+54
+2% +$23K 0.39% 32
2024
Q3 		$962K Hold
2,249
– – 0.41% 32
2024
Q2 		$1M Buy
2,249
+198
+10% +$83.6K 0.48% 31
2024
Q1 		$863K Hold
2,051
– – 0.43% 32
2023
Q4 		$832K Buy
+2,051
New +$730K 0.43% 35

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Degree Advisors's MSFT Position: Q2 2026 in Review

One Degree Advisors increased its Microsoft (MSFT) stake by 0.21% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,398 shares worth $921K. The position accounts for 0.21% of the portfolio, ranked #48.

One Degree Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q2 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • One Degree Advisors held 2,398 shares of Microsoft worth $921K as of Q2 2026.
  • One Degree Advisors bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.21% of One Degree Advisors's portfolio in Q2 2026, its #48 holding.
  • One Degree Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • One Degree Advisors's Microsoft position peaked at $1.6M in Q2 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.