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Optimum Investment Advisors’s Microsoft MSFT Stock Holding History

Optimum Investment 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
2018
Q2 		– Sell
-1,000
Closed -$4K – 1081
2018
Q1 		$4K Buy
+1,000
New +$91.5K ﹤0.01% 918

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Optimum Investment Advisors's MSFT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q3 2025, selling an estimated $91.8K and leaving 16,248 shares worth $8.42M. The position accounts for 3.34% of the portfolio, ranked #4.

Optimum Investment Advisors first reported a position in MSFT in Q3 2013 and has held it in 48 quarters since. The position peaked at $9.24M in Q1 2021. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Optimum Investment Advisors held 16,248 shares of Microsoft worth $8.42M as of Q3 2025.
  • Optimum Investment Advisors sold 180 Microsoft shares in Q3 2025, an estimated $91.8K.
  • Microsoft made up 3.34% of Optimum Investment Advisors's portfolio in Q3 2025, its #4 holding.
  • Optimum Investment Advisors first reported a position in Microsoft in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Microsoft position peaked at $9.24M in Q1 2021.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.