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Oak Hill Wealth Advisors’s Microsoft MSFT Stock Holding History

Oak Hill 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
2025
Q3 		$12.8M Sell
24,776
-91
-0.4% -$46.4K 2.4% 13
2025
Q2 		$12.3M Sell
24,867
-31
-0.1% -$13.5K 2.56% 11
2025
Q1 		$9.35M Sell
24,898
-707
-3% -$288K 2.17% 13
2024
Q4 		$10.8M Buy
+25,605
New +$10.9M 2.57% 12
2024
Q3 		– Sell
-23,263
Closed -$9.94M – 182
2024
Q2 		$10.4M Buy
+23,263
New +$9.82M 3.15% 7
2024
Q1 		– Sell
-24,389
Closed -$9.87M – 168
2023
Q4 		$9.17M Sell
24,389
-77
-0.3% -$27.4K 3.16% 7
2023
Q3 		$7.73M Sell
24,466
-1,105
-4% -$365K 2.98% 7
2023
Q2 		$8.7M Sell
25,571
-462
-2% -$145K 3.21% 7
2023
Q1 		$7.5M Sell
26,033
-2
-0% -$510 2.96% 7
2022
Q4 		$6.24M Buy
+26,035
New +$6.25M 2.58% 7

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oak Hill Wealth Advisors's MSFT Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Microsoft (MSFT) stake by 0.37% in Q3 2025, selling an estimated $46.4K and leaving 24,776 shares worth $12.8M. The position accounts for 2.4% of the portfolio, ranked #13.

Oak Hill Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 10 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Oak Hill Wealth Advisors held 24,776 shares of Microsoft worth $12.8M as of Q3 2025.
  • Oak Hill Wealth Advisors sold 91 Microsoft shares in Q3 2025, an estimated $46.4K.
  • Microsoft made up 2.4% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #13 holding.
  • Oak Hill Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 10 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.