Opulen Financial Group’s Microsoft MSFT Stock Holding History

Opulen Financial Group’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	$954K	Buy	2,557 +324	+15%	+$131K	0.6%	38
2026 Q1	$827K	Buy	2,233 +171	+8%	+$71.6K	0.58%	36
2025 Q4	$997K	Buy	2,062 +161	+8%	+$80.7K	0.73%	31
2025 Q3	$985K	Buy	1,901 +65	+4%	+$33.2K	0.75%	31
2025 Q2	$913K	Buy	1,836 +489	+36%	+$212K	0.75%	30
2025 Q1	$506K	Buy	1,347 +11	+0.8%	+$4.49K	0.46%	48
2024 Q4	$563K	Buy	+1,336	New	+$569K	0.51%	42

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Opulen Financial Group's MSFT Position: Q2 2026 in Review

Opulen Financial Group increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $131K and bringing the position to 2,557 shares worth $954K. The position accounts for 0.6% of the portfolio, ranked #38.

Opulen Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q4 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Opulen Financial Group held 2,557 shares of Microsoft worth $954K as of Q2 2026.
Opulen Financial Group bought 324 Microsoft shares in Q2 2026, an estimated $131K.
Microsoft made up 0.6% of Opulen Financial Group's portfolio in Q2 2026, its #38 holding.
Opulen Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's Microsoft position peaked at $997K in Q4 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.