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Optima Capital’s Microsoft MSFT Stock Holding History

Optima Capital’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 		$1.17M Buy
3,148
+179
+6% +$72.4K 0.46% 50
2026
Q1 		$1.1M Buy
2,969
+105
+4% +$43.9K 0.51% 52
2025
Q4 		$1.38M Sell
2,864
-42
-1% -$21K 0.6% 49
2025
Q3 		$1.51M Buy
2,906
+71
+3% +$36.2K 0.73% 43
2025
Q2 		$1.41M Buy
2,835
+240
+9% +$104K 0.76% 42
2025
Q1 		$974K Sell
2,595
-190
-7% -$77.5K 0.62% 43
2024
Q4 		$1.17M Buy
+2,785
New +$1.19M 0.81% 34

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

Optima Capital's MSFT Position: Q2 2026 in Review

Optima Capital increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $72.4K and bringing the position to 3,148 shares worth $1.17M. The position accounts for 0.46% of the portfolio, ranked #50.

Optima Capital first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Optima Capital held 3,148 shares of Microsoft worth $1.17M as of Q2 2026.
  • Optima Capital bought 179 Microsoft shares in Q2 2026, an estimated $72.4K.
  • Microsoft made up 0.46% of Optima Capital's portfolio in Q2 2026, its #50 holding.
  • Optima Capital first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Microsoft position peaked at $1.51M in Q3 2025.
  • 2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.