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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
2023
Q3 		– Sell
-977
Closed -$333K – 93
2023
Q2 		$333K Sell
977
-782
-44% -$245K 0.24% 13
2023
Q1 		$507K Buy
+1,759
New +$449K 0.39% 12

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
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. 6,238 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.
  • 6,238 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.