Opus Investment Management’s Microsoft MSFT Stock Holding History

Opus Investment Management’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 Q1	$1.85M	Hold	5,000	–	–	1.1%	23
2025 Q4	$2.42M	Hold	5,000	–	–	1.47%	20
2025 Q3	$2.59M	Hold	5,000	–	–	1.61%	18
2025 Q2	$2.49M	Hold	5,000	–	–	1.65%	20
2025 Q1	$1.88M	Hold	5,000	–	–	1.34%	22
2024 Q4	$2.11M	Hold	5,000	–	–	1.56%	22
2024 Q3	$2.15M	Hold	5,000	–	–	1.51%	22
2024 Q2	$2.23M	Hold	5,000	–	–	1.44%	24
2024 Q1	$2.1M	Hold	5,000	–	–	1.37%	26
2023 Q4	$1.88M	Hold	5,000	–	–	1.08%	28
2023 Q3	$1.58M	Hold	5,000	–	–	0.97%	29
2023 Q2	$1.7M	Hold	5,000	–	–	0.61%	55
2023 Q1	$1.44M	Hold	5,000	–	–	0.52%	58
2022 Q4	$1.2M	Hold	5,000	–	–	0.43%	62
2022 Q3	$1.17M	Hold	5,000	–	–	0.27%	80
2022 Q2	$1.28M	Hold	5,000	–	–	0.28%	79
2022 Q1	$1.54M	Hold	5,000	–	–	0.24%	83
2021 Q4	$1.68M	Hold	5,000	–	–	0.24%	82
2021 Q3	$1.41M	Hold	5,000	–	–	0.22%	82
2021 Q2	$1.35M	Hold	5,000	–	–	0.2%	83
2021 Q1	$1.18M	Hold	5,000	–	–	0.17%	89
2020 Q4	$1.11M	Hold	5,000	–	–	0.17%	89
2020 Q3	$1.05M	Hold	5,000	–	–	0.2%	82
2020 Q2	$1.02M	Hold	5,000	–	–	0.21%	82
2020 Q1	$789K	Sell	5,000 -850	-15%	-$140K	0.17%	86
2019 Q4	$923K	Hold	5,850	–	–	0.15%	86
2019 Q3	$813K	Buy	5,850 +850	+17%	+$117K	0.14%	89
2019 Q2	$670K	Hold	5,000	–	–	0.13%	91
2019 Q1	$590K	Hold	5,000	–	–	0.12%	84
2018 Q4	$508K	Hold	5,000	–	–	0.11%	87
2018 Q3	$572K	Hold	5,000	–	–	0.1%	85
2018 Q2	$493K	Hold	5,000	–	–	0.09%	89
2018 Q1	$456K	Hold	5,000	–	–	0.08%	90
2017 Q4	$428K	Hold	5,000	–	–	0.08%	87
2017 Q3	$372K	Hold	5,000	–	–	0.07%	90
2017 Q2	$345K	Hold	5,000	–	–	0.06%	86
2017 Q1	$329K	Hold	5,000	–	–	0.06%	85
2016 Q4	$311K	Hold	5,000	–	–	0.05%	89
2016 Q3	$288K	Buy	+5,000	New	+$282K	0.05%	88

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opus Investment Management's MSFT Position: Q1 2026 in Review

Opus Investment Management held its Microsoft (MSFT) position steady in Q1 2026 at 5,000 shares worth $1.85M. The position accounts for 1.1% of the portfolio, ranked #23.

Opus Investment Management first reported a position in MSFT in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.59M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Opus Investment Management held 5,000 shares of Microsoft worth $1.85M as of Q1 2026.
Opus Investment Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 1.1% of Opus Investment Management's portfolio in Q1 2026, its #23 holding.
Opus Investment Management first reported a position in Microsoft in Q3 2016 and has held it in 39 quarters since.
Opus Investment Management's Microsoft position peaked at $2.59M in Q3 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.