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One Plus One Wealth Management’s Microsoft MSFT Stock Holding History

One Plus One Wealth Management’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 		$763K Buy
2,044
+27
+1% +$10.9K 0.33% 60
2026
Q1 		$747K Sell
2,017
-838
-29% -$351K 0.31% 53
2025
Q4 		$1.38M Sell
2,855
-199
-7% -$99.7K 0.64% 42
2025
Q3 		$1.58M Sell
3,054
-189
-6% -$96.4K 0.77% 35
2025
Q2 		$1.61M Sell
3,243
-70
-2% -$30.4K 0.88% 33
2025
Q1 		$1.24M Buy
3,313
+110
+3% +$44.8K 0.68% 38
2024
Q4 		$1.35M Hold
3,203
– – 0.79% 32
2024
Q3 		$1.38M Sell
3,203
-664
-17% -$284K 0.82% 31
2024
Q2 		$1.73M Sell
3,867
-2,023
-34% -$854K 0.99% 26
2024
Q1 		$2.48M Sell
5,890
-245
-4% -$99.2K 1.42% 24
2023
Q4 		$2.31M Sell
6,135
-270
-4% -$96.1K 1.4% 24
2023
Q3 		$2.02M Sell
6,405
-386
-6% -$128K 1.32% 24
2023
Q2 		$2.31M Sell
6,791
-1,336
-16% -$419K 1.48% 23
2023
Q1 		$2.34M Sell
8,127
-496
-6% -$127K 1.66% 20
2022
Q4 		$2.07M Sell
8,623
-287
-3% -$68.9K 1.45% 21
2022
Q3 		$2.08M Sell
8,910
-312
-3% -$82.4K 1.69% 19
2022
Q2 		$2.37M Sell
9,222
-43
-0.5% -$11.7K 1.8% 16
2022
Q1 		$2.86M Sell
9,265
-783
-8% -$236K 1.89% 17
2021
Q4 		$3.38M Sell
10,048
-336
-3% -$109K 2.33% 12
2021
Q3 		$2.93M Sell
10,384
-132
-1% -$38.4K 2.11% 13
2021
Q2 		$2.85M Sell
10,516
-1,457
-12% -$370K 1.97% 13
2021
Q1 		$2.82M Buy
+11,973
New +$2.78M 2.21% 11

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 Plus One Wealth Management's MSFT Position: Q2 2026 in Review

One Plus One Wealth Management increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,044 shares worth $763K. The position accounts for 0.33% of the portfolio, ranked #60.

One Plus One Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.38M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • One Plus One Wealth Management held 2,044 shares of Microsoft worth $763K as of Q2 2026.
  • One Plus One Wealth Management bought 27 Microsoft shares in Q2 2026, an estimated $10.9K.
  • Microsoft made up 0.33% of One Plus One Wealth Management's portfolio in Q2 2026, its #60 holding.
  • One Plus One Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • One Plus One Wealth Management's Microsoft position peaked at $3.38M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.