Heritage Oak Wealth Advisors’s Microsoft MSFT Stock Holding History

Heritage Oak Wealth Advisors’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	$803K	Buy	2,154 +121	+6%	+$49K	0.24%	41
2026 Q1	$753K	Buy	2,033 +449	+28%	+$188K	0.24%	32
2025 Q4	$766K	Buy	1,584 +58	+4%	+$29.1K	0.28%	39
2025 Q3	$790K	Buy	1,526 +83	+6%	+$42.3K	0.29%	38
2025 Q2	$718K	Buy	1,443 +42	+3%	+$18.2K	0.28%	39
2025 Q1	$526K	Buy	1,401 +137	+11%	+$55.9K	0.23%	42
2024 Q4	$533K	Sell	1,264 -8,744	-87%	-$3.72M	0.25%	42
2024 Q3	$4.31M	Buy	10,008 +8,649	+636%	+$3.7M	1.98%	12
2024 Q2	$607K	Buy	+1,359	New	+$574K	0.31%	42

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Heritage Oak Wealth Advisors's MSFT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $49K and bringing the position to 2,154 shares worth $803K. The position accounts for 0.24% of the portfolio, ranked #41.

Heritage Oak Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.31M in Q3 2024. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Heritage Oak Wealth Advisors held 2,154 shares of Microsoft worth $803K as of Q2 2026.
Heritage Oak Wealth Advisors bought 121 Microsoft shares in Q2 2026, an estimated $49K.
Microsoft made up 0.24% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Heritage Oak Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Microsoft position peaked at $4.31M in Q3 2024.
2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.