Optimist Retirement Group
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Optimist Retirement Group’s Microsoft MSFT Stock Holding History

Optimist Retirement Group’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 		$2.41M Sell
4,703
-1,062
-18% -$491K 0.98% 31
2026
Q2 		$2.15M Sell
5,765
-31
-0.5% -$12.5K 0.83% 39
2026
Q1 		$2.15M Hold
5,796
– – 0.95% 38
2025
Q4 		$2.8M Sell
5,796
-602
-9% -$302K 1.28% 18
2025
Q3 		$3.31M Sell
6,398
-35
-0.5% -$17.9K 1.5% 10
2025
Q2 		$3.2M Sell
6,433
-138
-2% -$59.9K 1.53% 10
2025
Q1 		$2.47M Sell
6,571
-9,662
-60% -$3.94M 1.23% 17
2024
Q4 		$6.84M Buy
16,233
+14
+0.1% +$5.96K 3.24% 7
2024
Q3 		$6.98M Buy
16,219
+10,581
+188% +$4.52M 3.15% 7
2024
Q2 		$2.52M Buy
5,638
+673
+14% +$284K 1.32% 13
2024
Q1 		$2.09M Sell
4,965
-20
-0.4% -$8.1K 1.07% 21
2023
Q4 		$1.87M Buy
+4,985
New +$1.77M 1.22% 20

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Optimist Retirement Group's MSFT Position: Q3 2026 in Review

Optimist Retirement Group reduced its Microsoft (MSFT) stake by 18% in Q3 2026, selling an estimated $491K and leaving 4,703 shares worth $2.41M. The position accounts for 0.98% of the portfolio, ranked #31.

Optimist Retirement Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.98M in Q3 2024. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Optimist Retirement Group held 4,703 shares of Microsoft worth $2.41M as of Q3 2026.
  • Optimist Retirement Group sold 1,062 Microsoft shares in Q3 2026, an estimated $491K.
  • Microsoft made up 0.98% of Optimist Retirement Group's portfolio in Q3 2026, its #31 holding.
  • Optimist Retirement Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Optimist Retirement Group's Microsoft position peaked at $6.98M in Q3 2024.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.