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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
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% +$9.55K 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

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Onyx Bridge Wealth Group's MSFT Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $107K and bringing the position to 19,541 shares worth $7.29M. The position accounts for 0.66% of the portfolio, ranked #33.

Onyx Bridge Wealth Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Onyx Bridge Wealth Group held 19,541 shares of Microsoft worth $7.29M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 265 Microsoft shares in Q2 2026, an estimated $107K.
  • Microsoft made up 0.66% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #33 holding.
  • Onyx Bridge Wealth Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Microsoft position peaked at $10.9M in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.