Oak Grove Capital’s Microsoft MSFT Stock Holding History

Oak Grove 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
2024 Q3	–	Sell	-1,100	Closed	-$217K	–	65
2024 Q2	$217K	Buy	+1,100	New	+$465K	0.04%	55
2022 Q1	–	Sell	-200	Closed	-$62K	–	98
2021 Q4	$62K	Hold	200	–	–	0.01%	97
2021 Q3	$37K	Hold	200	–	–	0.01%	96
2021 Q2	$34K	Hold	200	–	–	0.01%	99
2021 Q1	$27K	Hold	200	–	–	0.01%	90
2020 Q4	$25K	Buy	+200	New	+$43K	0.01%	74
2020 Q2	–	Sell	-600	Closed	-$18K	–	69
2020 Q1	$18K	Buy	600 +100	+20%	+$16.4K	0.01%	59
2019 Q4	$13K	Sell	500 -500	-50%	-$73.5K	0.01%	66
2019 Q3	$16K	Buy	+1,000	New	+$138K	0.01%	72

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

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

Oak Grove Capital increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $968K and bringing the position to 12,689 shares worth $4.73M. The position accounts for 0.23% of the portfolio, ranked #47.

Oak Grove Capital first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $17.9M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Oak Grove Capital held 12,689 shares of Microsoft worth $4.73M as of Q2 2026.
Oak Grove Capital bought 2,393 Microsoft shares in Q2 2026, an estimated $968K.
Microsoft made up 0.23% of Oak Grove Capital's portfolio in Q2 2026, its #47 holding.
Oak Grove Capital first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
Oak Grove Capital's Microsoft position peaked at $17.9M in Q4 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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