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Laurel Oak Wealth Management’s Microsoft MSFT Stock Holding History

Laurel Oak Wealth Management’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 		$12.5M Sell
33,509
-167
-0.5% -$67.6K 1.82% 10
2026
Q1 		$12.5M Buy
33,676
+1,490
+5% +$623K 2.09% 7
2025
Q4 		$15.6M Buy
+32,186
New +$16.1M 2.62% 6

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Laurel Oak Wealth Management's MSFT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Microsoft (MSFT) stake by 0.5% in Q2 2026, selling an estimated $67.6K and leaving 33,509 shares worth $12.5M. The position accounts for 1.82% of the portfolio, ranked #10.

Laurel Oak Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Laurel Oak Wealth Management held 33,509 shares of Microsoft worth $12.5M as of Q2 2026.
  • Laurel Oak Wealth Management sold 167 Microsoft shares in Q2 2026, an estimated $67.6K.
  • Microsoft made up 1.82% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Laurel Oak Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Microsoft position peaked at $15.6M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.