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 Q2	$2.55M	Sell	6,829 -23	-0.3%	-$9.31K	0.92%	28
2026 Q1	$2.54M	Buy	+6,852	New	+$2.87M	1.25%	28

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's MSFT Position: Q2 2026 in Review

Optimize Financial reduced its Microsoft (MSFT) stake by 0.34% in Q2 2026, selling an estimated $9.31K and leaving 6,829 shares worth $2.55M. The position accounts for 0.92% of the portfolio, ranked #28.

Optimize Financial first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Optimize Financial held 6,829 shares of Microsoft worth $2.55M as of Q2 2026.
Optimize Financial sold 23 Microsoft shares in Q2 2026, an estimated $9.31K.
Microsoft made up 0.92% of Optimize Financial's portfolio in Q2 2026, its #28 holding.
Optimize Financial first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.