IronOak Wealth’s Microsoft MSFT Stock Holding History

IronOak Wealth’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	$2.32M	Buy	+4,671	New	+$2.03M	2.26%	11

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

IronOak Wealth's MSFT Position: Q2 2025 in Review

IronOak Wealth opened a new position in Microsoft (MSFT) in Q2 2025: 4,671 shares worth $2.32M. The stake represents 2.26% of the portfolio and ranks #11 among its holdings.

5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

IronOak Wealth held 4,671 shares of Microsoft worth $2.32M as of Q2 2025.
Microsoft was a new IronOak Wealth position in Q2 2025.
Microsoft made up 2.26% of IronOak Wealth's portfolio in Q2 2025, its #11 holding.
5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.