Blue Oak Capital’s Microsoft MSFT Stock Holding History

Blue Oak Capital’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
2025 Q2	$1.25M	Sell	2,505 -20	-0.8%	-$8.69K	0.65%	30
2025 Q1	$948K	Hold	2,525	–	–	0.52%	36
2024 Q4	$1.06M	Buy	+2,525	New	+$1.08M	0.65%	27

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Oak Capital's MSFT Position: Q2 2025 in Review

Blue Oak Capital reduced its Microsoft (MSFT) stake by 0.79% in Q2 2025, selling an estimated $8.69K and leaving 2,505 shares worth $1.25M. The position accounts for 0.65% of the portfolio, ranked #30.

Blue Oak Capital first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 5,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Blue Oak Capital held 2,505 shares of Microsoft worth $1.25M as of Q2 2025.
Blue Oak Capital sold 20 Microsoft shares in Q2 2025, an estimated $8.69K.
Microsoft made up 0.65% of Blue Oak Capital's portfolio in Q2 2025, its #30 holding.
Blue Oak Capital first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
5,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.