Optivise Advisory Services’s Microsoft MSFT Stock Holding History

Optivise Advisory Services's MSFT Position: Q2 2026 in Review

Optivise Advisory Services increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $99.5K and bringing the position to 6,453 shares worth $2.41M. The position accounts for 1.22% of the portfolio, ranked #15.

Optivise Advisory Services first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.92M in Q3 2025. 2,268 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

• Optivise Advisory Services held 6,453 shares of Microsoft worth $2.41M as of Q2 2026.
• Optivise Advisory Services bought 246 Microsoft shares in Q2 2026, an estimated $99.5K.
• Microsoft made up 1.22% of Optivise Advisory Services's portfolio in Q2 2026, its #15 holding.
• Optivise Advisory Services first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
• Optivise Advisory Services's Microsoft position peaked at $3.92M in Q3 2025.
• 2,268 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.