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OneAscent Family Office’s Microsoft MSFT Stock Holding History

OneAscent Family Office’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
Q1 		$2.92M Buy
7,883
+780
+11% +$326K 2.04% 8
2025
Q4 		$3.44M Buy
7,103
+524
+8% +$263K 2.33% 5
2025
Q3 		$3.41M Buy
6,579
+129
+2% +$65.8K 2.77% 5
2025
Q2 		$3.21M Sell
6,450
-6,286
-49% -$2.73M 3.03% 5
2025
Q1 		$4.81M Buy
12,736
+9,386
+280% +$3.83M 4.48% 3
2024
Q4 		$1.41M Buy
+3,350
New +$1.43M 2.56% 8

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneAscent Family Office's MSFT Position: Q1 2026 in Review

OneAscent Family Office increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $326K and bringing the position to 7,883 shares worth $2.92M. The position accounts for 2.04% of the portfolio, ranked #8.

OneAscent Family Office first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.81M in Q1 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • OneAscent Family Office held 7,883 shares of Microsoft worth $2.92M as of Q1 2026.
  • OneAscent Family Office bought 780 Microsoft shares in Q1 2026, an estimated $326K.
  • Microsoft made up 2.04% of OneAscent Family Office's portfolio in Q1 2026, its #8 holding.
  • OneAscent Family Office first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's Microsoft position peaked at $4.81M in Q1 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.