SEC 13F Intelligence

Oneascent Investment Solutions LLC / MSFT

Oneascent Investment Solutions LLC’s Microsoft Corp Position

Does Oneascent Investment Solutions LLC own Microsoft Corp (MSFT)? Yes — 5.9K shares worth $2M (+2.18% of its 13F portfolio) as of Q1 2026, up from 5.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.9K
% of Portfolio
+2.18%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$2M+2.18%
Q4 20255.5K$3M+2.81%
Q3 20255.5K$3M+3.03%
Q2 20253.4K$2M+1.78%
Q1 20254.0K$2M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oneascent Investment Solutions LLC’s full portfolio or all institutional holders of MSFT.