Onyx Financial Advisors’s Microsoft MSFT Stock Holding History

Onyx Financial 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
2026 Q2	$2.7M	Buy	7,235 +16	+0.2%	+$6.47K	0.97%	8
2026 Q1	$2.67M	Buy	7,219 +16	+0.2%	+$6.7K	1.11%	8
2025 Q4	$3.48M	Sell	7,203 -138	-2%	-$69.2K	1.48%	7
2025 Q3	$3.8M	Buy	7,341 +233	+3%	+$119K	1.68%	7
2025 Q2	$3.54M	Buy	7,108 +20	+0.3%	+$8.69K	1.68%	6
2025 Q1	$2.66M	Buy	7,088 +35	+0.5%	+$14.3K	1.41%	6
2024 Q4	$2.97M	Sell	7,053 -89	-1%	-$37.9K	1.63%	6
2024 Q3	$3.07M	Buy	7,142 +114	+2%	+$48.7K	1.69%	6
2024 Q2	$3.14M	Sell	7,028 -10	-0.1%	-$4.22K	1.88%	6
2024 Q1	$2.96M	Buy	7,038 +35	+0.5%	+$14.2K	1.83%	6
2023 Q4	$2.63M	Buy	+7,003	New	+$2.49M	1.92%	5

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Onyx Financial Advisors's MSFT Position: Q2 2026 in Review

Onyx Financial Advisors increased its Microsoft (MSFT) stake by 0.22% in Q2 2026, buying an estimated $6.47K and bringing the position to 7,235 shares worth $2.7M. The position accounts for 0.97% of the portfolio, ranked #8.

Onyx Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Onyx Financial Advisors held 7,235 shares of Microsoft worth $2.7M as of Q2 2026.
Onyx Financial Advisors bought 16 Microsoft shares in Q2 2026, an estimated $6.47K.
Microsoft made up 0.97% of Onyx Financial Advisors's portfolio in Q2 2026, its #8 holding.
Onyx Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Onyx Financial Advisors's Microsoft position peaked at $3.8M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.