Optivise Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Optivise Advisory Services's MSFT Position: Q3 2026 in Review
Optivise Advisory Services increased its Microsoft (MSFT) stake by 5.5% in Q3 2026, buying an estimated $163K and bringing the position to 6,806 shares worth $3.49M. The position accounts for 1.71% of the portfolio, ranked #11.
Optivise Advisory Services first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.92M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.
- Optivise Advisory Services held 6,806 shares of Microsoft worth $3.49M as of Q3 2026.
- Optivise Advisory Services bought 353 Microsoft shares in Q3 2026, an estimated $163K.
- Microsoft made up 1.71% of Optivise Advisory Services's portfolio in Q3 2026, its #11 holding.
- Optivise Advisory Services first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's Microsoft position peaked at $3.92M in Q3 2025.
- 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.