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 Q2	$662K	Buy	1,774 +321	+22%	+$130K	0.22%	24
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bull Oak Capital's MSFT Position: Q2 2026 in Review

Bull Oak Capital increased its Microsoft (MSFT) stake by 22% in Q2 2026, buying an estimated $130K and bringing the position to 1,774 shares worth $662K. The position accounts for 0.22% of the portfolio, ranked #24.

Bull Oak Capital first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $774K in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bull Oak Capital held 1,774 shares of Microsoft worth $662K as of Q2 2026.
Bull Oak Capital bought 321 Microsoft shares in Q2 2026, an estimated $130K.
Microsoft made up 0.22% of Bull Oak Capital's portfolio in Q2 2026, its #24 holding.
Bull Oak Capital first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Bull Oak Capital's Microsoft position peaked at $774K in Q3 2025.
6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.