OWA
MSFT icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's MSFT Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $208K and leaving 8,897 shares worth $3.29M. The position accounts for 0.74% of the portfolio, ranked #16.

Opal Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.05M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Opal Wealth Advisors held 8,897 shares of Microsoft worth $3.29M as of Q1 2026.
  • Opal Wealth Advisors sold 498 Microsoft shares in Q1 2026, an estimated $208K.
  • Microsoft made up 0.74% of Opal Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Opal Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Microsoft position peaked at $5.05M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.