One Wealth Capital Management’s Microsoft MSFT Stock Holding History

One Wealth Capital 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 Q3	$49.4M	Sell	96,295 -1,567	-2%	-$725K	18.47%	1
2026 Q2	$36.5M	Buy	97,862 +5,867	+6%	+$2.37M	10.28%	1
2026 Q1	$39.5M	Sell	91,995 -362	-0.4%	-$151K	17.26%	1
2025 Q4	$44.7M	Buy	92,357 +194	+0.2%	+$97.2K	19.02%	1
2025 Q3	$47.7M	Sell	92,163 -15,014	-14%	-$7.66M	21.41%	1
2025 Q2	$53.3M	Sell	107,177 -281	-0.3%	-$122K	25.02%	1
2025 Q1	$40.3M	Buy	107,458 +336	+0.3%	+$137K	21.64%	1
2024 Q4	$45.2M	Buy	+107,122	New	+$45.6M	22.9%	1

Other funds holding MSFT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

One Wealth Capital Management's MSFT Position: Q3 2026 in Review

One Wealth Capital Management reduced its Microsoft (MSFT) stake by 1.6% in Q3 2026, selling an estimated $725K and leaving 96,295 shares worth $49.4M. The position accounts for 18.47% of the portfolio, ranked #1.

One Wealth Capital Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $53.3M in Q2 2025. 3,435 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

One Wealth Capital Management held 96,295 shares of Microsoft worth $49.4M as of Q3 2026.
One Wealth Capital Management sold 1,567 Microsoft shares in Q3 2026, an estimated $725K.
Microsoft made up 18.47% of One Wealth Capital Management's portfolio in Q3 2026, its #1 holding.
One Wealth Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
One Wealth Capital Management's Microsoft position peaked at $53.3M in Q2 2025.
3,435 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.