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Optimize Financial’s Microsoft MSFT Stock Holding History

Optimize Financial’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 		$2.54M Buy
+6,852
New +$2.87M 1.25% 28

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

Optimize Financial's MSFT Position: Q1 2026 in Review

Optimize Financial opened a new position in Microsoft (MSFT) in Q1 2026: 6,852 shares worth $2.54M. The stake represents 1.25% of the portfolio and ranks #28 among its holdings.

6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Optimize Financial held 6,852 shares of Microsoft worth $2.54M as of Q1 2026.
  • Microsoft was a new Optimize Financial position in Q1 2026.
  • Microsoft made up 1.25% of Optimize Financial's portfolio in Q1 2026, its #28 holding.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.