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O'Neil Global Advisors’s Microsoft MSFT Stock Holding History

O'Neil Global Advisors’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
2025
Q4 		– Sell
-29,055
Closed -$15M – 68
2025
Q3 		$15M Buy
29,055
+25,431
+702% +$13M 2.77% 11
2025
Q2 		$1.8M Buy
+3,624
New +$1.57M 0.41% 30
2024
Q4 		– Sell
-3,920
Closed -$1.69M – 54
2024
Q3 		$1.69M Sell
3,920
-1,580
-29% -$675K 0.43% 33
2024
Q2 		$2.46M Buy
5,500
+4,100
+293% +$1.73M 1.16% 15
2024
Q1 		$589K Sell
1,400
-14,135
-91% -$5.72M 0.73% 17
2023
Q4 		$5.84M Buy
+15,535
New +$5.53M 3.4% 7
2023
Q3 		– Sell
-163,948
Closed -$55.8M – 85
2023
Q2 		$55.8M Buy
163,948
+98,803
+152% +$31M 11.58% 3
2023
Q1 		$18.8M Buy
+65,145
New +$16.6M 9.69% 2
2022
Q4 		– Sell
-895
Closed -$208K – 50
2022
Q3 		$208K Sell
895
-33
-4% -$8.71K 0.82% 35
2022
Q2 		$238K Sell
928
-2,072
-69% -$562K 1.01% 26
2022
Q1 		$925K Buy
3,000
+1,423
+90% +$428K 0.48% 32
2021
Q4 		$530K Sell
1,577
-1,130
-42% -$366K 0.87% 24
2021
Q3 		$763K Sell
2,707
-1,769
-40% -$515K 0.59% 25
2021
Q2 		$1.21M Buy
4,476
+2,476
+124% +$629K 0.38% 33
2021
Q1 		$472K Buy
+2,000
New +$464K 0.46% 41

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

O'Neil Global Advisors's MSFT Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 29,055 shares — an estimated $15M sold.

O'Neil Global Advisors first reported a position in MSFT in Q1 2021 and held it in 15 quarters. The position peaked at $55.8M in Q2 2023. 6,294 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • O'Neil Global Advisors reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • O'Neil Global Advisors sold 29,055 Microsoft shares in Q4 2025, an estimated $15M.
  • O'Neil Global Advisors first reported a position in Microsoft in Q1 2021 and held it in 15 quarters.
  • O'Neil Global Advisors's Microsoft position peaked at $55.8M in Q2 2023.
  • 6,294 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.