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One Wealth Management Investment & Advisory Services’s Microsoft MSFT Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-95,900
Closed -$789K – 105
2024
Q2 		$789K Sell
95,900
-200
-0.2% -$84.5K 0.31% 49
2024
Q1 		$237K Buy
96,100
+1,400
+1% +$567K 0.1% 113
2023
Q4 		$269K Buy
+94,700
New +$33.7M 0.12% 98

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

One Wealth Management Investment & Advisory Services's MSFT Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Microsoft (MSFT) stake by 6.2% in Q2 2026, selling an estimated $303K and leaving 11,262 shares worth $4.2M. The position accounts for 4.41% of the portfolio, ranked #7.

One Wealth Management Investment & Advisory Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.9M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 11,262 shares of Microsoft worth $4.2M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 748 Microsoft shares in Q2 2026, an estimated $303K.
  • Microsoft made up 4.41% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #7 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • One Wealth Management Investment & Advisory Services's Microsoft position peaked at $51.9M in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.