Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s Microsoft MSFT Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		$10M Sell
19,518
-23
-0.1% -$10.6K 0.88% 24
2026
Q2 		$7.29M Buy
19,541
+265
+1% +$107K 0.66% 33
2026
Q1 		$7.14M Buy
19,276
+863
+5% +$361K 0.77% 35
2025
Q4 		$8.9M Sell
18,413
-2,612
-12% -$1.31M 0.95% 26
2025
Q3 		$10.9M Buy
21,025
+5,855
+39% +$2.99M 1.18% 20
2025
Q2 		$7.55M Buy
15,170
+22
+0.1% +$9.6K 1% 29
2025
Q1 		$5.69M Buy
15,148
+213
+1% +$86.8K 0.82% 31
2024
Q4 		$6.29M Buy
14,935
+161
+1% +$68.6K 0.91% 31
2024
Q3 		$6.36M Buy
14,774
+172
+1% +$73.5K 0.96% 24
2024
Q2 		$6.53M Buy
14,602
+161
+1% +$68K 1.07% 22
2024
Q1 		$5.87M Buy
14,441
+713
+5% +$289K 1.05% 22
2023
Q4 		$5.16M Buy
13,728
+1,197
+10% +$426K 1.04% 25
2023
Q3 		$3.96M Buy
12,531
+434
+4% +$143K 0.92% 24
2023
Q2 		$4.12M Buy
12,097
+4,693
+63% +$1.47M 0.99% 24
2023
Q1 		$2.13M Sell
7,404
-248
-3% -$63.3K 0.85% 21
2022
Q4 		$1.72M Buy
7,652
+531
+7% +$127K 0.7% 24
2022
Q3 		$1.61M Sell
7,121
-73
-1% -$19.3K 0.73% 20
2022
Q2 		$1.87M Buy
7,194
+412
+6% +$112K 0.83% 17
2022
Q1 		$1.92M Buy
6,782
+512
+8% +$154K 0.73% 17
2021
Q4 		$2.1M Buy
6,270
+1,175
+23% +$381K 0.71% 14
2021
Q3 		$1.57M Buy
5,095
+835
+20% +$243K 0.59% 19
2021
Q2 		$1.2M Buy
4,260
+847
+25% +$215K 0.52% 20
2021
Q1 		$805K Buy
3,413
+175
+5% +$40.6K 0.4% 27
2020
Q4 		$720K Buy
+3,238
New +$696K 0.47% 25

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Onyx Bridge Wealth Group's MSFT Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Microsoft (MSFT) stake by 0.12% in Q3 2026, selling an estimated $10.6K and leaving 19,518 shares worth $10M. The position accounts for 0.88% of the portfolio, ranked #24.

Onyx Bridge Wealth Group first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.9M in Q3 2025. 3,311 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Onyx Bridge Wealth Group held 19,518 shares of Microsoft worth $10M as of Q3 2026.
  • Onyx Bridge Wealth Group sold 23 Microsoft shares in Q3 2026, an estimated $10.6K.
  • Microsoft made up 0.88% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #24 holding.
  • Onyx Bridge Wealth Group first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's Microsoft position peaked at $10.9M in Q3 2025.
  • 3,311 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.