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Opal Wealth Advisors’s Microsoft MSFT Stock Holding History

Opal Wealth 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
Q3 		$5.6M Buy
10,912
+1,965
+22% +$909K 1.17% 15
2026
Q2 		$3.34M Buy
8,947
+50
+0.6% +$20.2K 0.72% 19
2026
Q1 		$3.29M Sell
8,897
-498
-5% -$208K 0.74% 16
2025
Q4 		$4.54M Sell
9,395
-352
-4% -$176K 1.18% 12
2025
Q3 		$5.05M Sell
9,747
-297
-3% -$152K 1.4% 10
2025
Q2 		$5M Buy
10,044
+913
+10% +$396K 1.39% 9
2025
Q1 		$3.43M Sell
9,131
-786
-8% -$320K 1.06% 13
2024
Q4 		$4.18M Buy
9,917
+703
+8% +$299K 1.25% 14
2024
Q3 		$3.96M Sell
9,214
-188
-2% -$80.4K 1.24% 14
2024
Q2 		$4.2M Sell
9,402
-777
-8% -$328K 1.35% 13
2024
Q1 		$4.28M Sell
10,179
-695
-6% -$281K 1.45% 14
2023
Q4 		$4.09M Sell
10,874
-1,087
-9% -$387K 1.61% 14
2023
Q3 		$3.78M Buy
11,961
+1,452
+14% +$480K 2.21% 8
2023
Q2 		$3.58M Buy
10,509
+1,719
+20% +$539K 1.79% 8
2023
Q1 		$2.53M Buy
8,790
+245
+3% +$62.5K 1.48% 8
2022
Q4 		$2.05M Buy
8,545
+105
+1% +$25.2K 1.13% 11
2022
Q3 		$1.97M Buy
8,440
+97
+1% +$25.6K 1.43% 10
2022
Q2 		$2.14M Buy
8,343
+301
+4% +$81.7K 1.42% 11
2022
Q1 		$2.48M Sell
8,042
-845
-10% -$254K 2.16% 7
2021
Q4 		$2.99M Buy
8,887
+2,656
+43% +$861K 1.89% 10
2021
Q3 		$1.76M Sell
6,231
-1,198
-16% -$349K 1.69% 8
2021
Q2 		$2.01M Buy
7,429
+751
+11% +$191K 1.87% 7
2021
Q1 		$1.57M Buy
6,678
+579
+9% +$134K 1.71% 6
2020
Q4 		$1.36M Buy
+6,099
New +$1.31M 1.7% 8

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Opal Wealth Advisors's MSFT Position: Q3 2026 in Review

Opal Wealth Advisors increased its Microsoft (MSFT) stake by 22% in Q3 2026, buying an estimated $909K and bringing the position to 10,912 shares worth $5.6M. The position accounts for 1.17% of the portfolio, ranked #15.

Opal Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Opal Wealth Advisors held 10,912 shares of Microsoft worth $5.6M as of Q3 2026.
  • Opal Wealth Advisors bought 1,965 Microsoft shares in Q3 2026, an estimated $909K.
  • Microsoft made up 1.17% of Opal Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • Opal Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.