OWCM
MSFT icon

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 		$821K Buy
+2,200
New +$890K 0.23% 60

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
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. 2,543 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.
  • 2,543 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.