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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's MSFT Position: Q2 2026 in Review

Opal Wealth Advisors increased its Microsoft (MSFT) stake by 0.56% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,947 shares worth $3.34M. The position accounts for 0.72% of the portfolio, ranked #19.

Opal Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.05M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Opal Wealth Advisors held 8,947 shares of Microsoft worth $3.34M as of Q2 2026.
  • Opal Wealth Advisors bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
  • Microsoft made up 0.72% of Opal Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Opal Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Microsoft position peaked at $5.05M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.