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Oak Harvest Investment Services’s Microsoft MSFT Stock Holding History

Oak Harvest Investment Services’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 		$5.67M Buy
15,197
+538
+4% +$218K 0.53% 69
2026
Q1 		$5.43M Sell
14,659
-30,057
-67% -$12.6M 0.57% 61
2025
Q4 		$21.7M Buy
44,716
+19,705
+79% +$9.87M 2.36% 8
2025
Q3 		$13M Buy
25,011
+11,345
+83% +$5.79M 1.51% 16
2025
Q2 		$6.8M Sell
13,666
-87
-0.6% -$37.8K 0.85% 43
2025
Q1 		$5.16M Sell
13,753
-10,720
-44% -$4.37M 0.72% 51
2024
Q4 		$10.3M Sell
24,473
-3,439
-12% -$1.46M 1.44% 16
2024
Q3 		$12M Sell
27,912
-583
-2% -$249K 1.72% 12
2024
Q2 		$12.7M Buy
28,495
+11,294
+66% +$4.77M 1.98% 9
2024
Q1 		$7.24M Buy
17,201
+3,658
+27% +$1.48M 1.18% 34
2023
Q4 		$5.09M Sell
13,543
-13,142
-49% -$4.68M 1.02% 38
2023
Q3 		$8.43M Buy
26,685
+2,378
+10% +$786K 1.78% 16
2023
Q2 		$8.28M Sell
24,307
-7,177
-23% -$2.25M 1.86% 16
2023
Q1 		$9.08M Buy
31,484
+3,514
+13% +$896K 2.09% 8
2022
Q4 		$6.71M Sell
27,970
-1,119
-4% -$269K 1.74% 16
2022
Q3 		$6.78M Buy
29,089
+2,067
+8% +$546K 1.81% 13
2022
Q2 		$6.94M Buy
27,022
+1,085
+4% +$294K 1.87% 14
2022
Q1 		$8M Buy
25,937
+2,838
+12% +$854K 1.98% 12
2021
Q4 		$7.77M Buy
23,099
+75
+0.3% +$24.3K 1.93% 11
2021
Q3 		$6.49M Buy
23,024
+2,774
+14% +$807K 1.89% 14
2021
Q2 		$5.49M Buy
20,250
+1,792
+10% +$455K 1.81% 14
2021
Q1 		$4.35M Buy
18,458
+1,524
+9% +$354K 1.67% 22
2020
Q4 		$3.77M Buy
+16,934
New +$3.64M 1.62% 26

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Oak Harvest Investment Services's MSFT Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $218K and bringing the position to 15,197 shares worth $5.67M. The position accounts for 0.53% of the portfolio, ranked #69.

Oak Harvest Investment Services first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.7M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oak Harvest Investment Services held 15,197 shares of Microsoft worth $5.67M as of Q2 2026.
  • Oak Harvest Investment Services bought 538 Microsoft shares in Q2 2026, an estimated $218K.
  • Microsoft made up 0.53% of Oak Harvest Investment Services's portfolio in Q2 2026, its #69 holding.
  • Oak Harvest Investment Services first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Microsoft position peaked at $21.7M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.