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Bull Oak Capital’s Microsoft MSFT Stock Holding History

Bull 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
2026
Q1 		$538K Hold
1,453
– – 0.21% 25
2025
Q4 		$703K Sell
1,453
-42
-3% -$21K 0.29% 21
2025
Q3 		$774K Sell
1,495
-10
-0.7% -$5.1K 0.33% 20
2025
Q2 		$749K Sell
1,505
-1
-0.1% -$434 0.34% 20
2025
Q1 		$565K Sell
1,506
-3
-0.2% -$1.22K 0.31% 16
2024
Q4 		$636K Buy
1,509
+232
+18% +$98.8K 0.35% 15
2024
Q3 		$549K Buy
1,277
+234
+22% +$100K 0.32% 16
2024
Q2 		$466K Hold
1,043
– – 0.3% 15
2024
Q1 		$439K Hold
1,043
– – 0.29% 15
2023
Q4 		$392K Hold
1,043
– – 0.1% 15
2023
Q3 		$329K Buy
+1,043
New +$345K 0.36% 11

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bull Oak Capital's MSFT Position: Q1 2026 in Review

Bull Oak Capital held its Microsoft (MSFT) position steady in Q1 2026 at 1,453 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #25.

Bull Oak Capital first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $774K in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bull Oak Capital held 1,453 shares of Microsoft worth $538K as of Q1 2026.
  • Bull Oak Capital left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.21% of Bull Oak Capital's portfolio in Q1 2026, its #25 holding.
  • Bull Oak Capital first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Bull Oak Capital's Microsoft position peaked at $774K in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.