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 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

One Wealth Capital Management increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $2.37M and bringing the position to 97,862 shares worth $36.5M. The position accounts for 10.28% of the portfolio, ranked #1.

One Wealth Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.3M in Q2 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

One Wealth Capital Management held 97,862 shares of Microsoft worth $36.5M as of Q2 2026.
One Wealth Capital Management bought 5,867 Microsoft shares in Q2 2026, an estimated $2.37M.
Microsoft made up 10.28% of One Wealth Capital Management's portfolio in Q2 2026, its #1 holding.
One Wealth Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's Microsoft position peaked at $53.3M in Q2 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.