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Oak Ridge Investments’s Microsoft MSFT Stock Holding History

Oak Ridge Investments’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 		$57.2M Sell
153,252
-196,906
-56% -$79.7M 3.23% 6
2026
Q1 		$130M Sell
350,158
-3,628
-1% -$1.52M 8.57% 3
2025
Q4 		$171M Buy
353,786
+23,602
+7% +$11.8M 10.37% 2
2025
Q3 		$171M Buy
330,184
+7,012
+2% +$3.58M 11.05% 2
2025
Q2 		$161M Buy
323,172
+29,285
+10% +$12.7M 11.53% 1
2025
Q1 		$110M Buy
293,887
+14,419
+5% +$5.88M 9.18% 2
2024
Q4 		$118M Buy
279,468
+15,934
+6% +$6.79M 9.24% 3
2024
Q3 		$113M Buy
263,534
+18,544
+8% +$7.93M 9.89% 1
2024
Q2 		$109M Buy
244,990
+10,879
+5% +$4.59M 10.43% 1
2024
Q1 		$98.5M Buy
234,111
+9,109
+4% +$3.69M 9.94% 1
2023
Q4 		$84.6M Buy
225,002
+2,330
+1% +$829K 9.73% 1
2023
Q3 		$70.3M Buy
222,672
+6,745
+3% +$2.23M 8.97% 1
2023
Q2 		$73.5M Sell
215,927
-1,336
-0.6% -$419K 9.07% 2
2023
Q1 		$62.6M Sell
217,263
-855
-0.4% -$218K 8.48% 2
2022
Q4 		$52.3M Sell
218,118
-2,985
-1% -$716K 7.79% 1
2022
Q3 		$51.5M Sell
221,103
-6,653
-3% -$1.76M 7.8% 2
2022
Q2 		$58.5M Sell
227,756
-6,978
-3% -$1.89M 8.51% 1
2022
Q1 		$72.4M Sell
234,734
-7,076
-3% -$2.13M 8.04% 2
2021
Q4 		$81.3M Sell
241,810
-4,274
-2% -$1.39M 6.87% 2
2021
Q3 		$69.4M Sell
246,084
-5,227
-2% -$1.52M 6.11% 2
2021
Q2 		$68.1M Sell
251,311
-4,686
-2% -$1.19M 5.95% 2
2021
Q1 		$60.4M Buy
255,997
+1,131
+0.4% +$262K 5.62% 2
2020
Q4 		$56.7M Sell
254,866
-96,206
-27% -$20.7M 4.99% 2
2020
Q3 		$73.8M Buy
351,072
+55,029
+19% +$11.6M 5.75% 2
2020
Q2 		$60.2M Sell
296,043
-3,351
-1% -$608K 5.06% 2
2020
Q1 		$47.2M Sell
299,394
-27,330
-8% -$4.49M 4.83% 2
2019
Q4 		$51.5M Sell
326,724
-16,116
-5% -$2.37M 3.78% 2
2019
Q3 		$47.7M Sell
342,840
-11,995
-3% -$1.65M 3.59% 2
2019
Q2 		$47.5M Sell
354,835
-24,976
-7% -$3.17M 3.29% 1
2019
Q1 		$44.8M Sell
379,811
-7,040
-2% -$768K 2.85% 3
2018
Q4 		$39.3M Sell
386,851
-6,453
-2% -$691K 2.83% 2
2018
Q3 		$45M Sell
393,304
-22,933
-6% -$2.49M 2.48% 4
2018
Q2 		$41M Sell
416,237
-12,052
-3% -$1.17M 2.33% 5
2018
Q1 		$39.1M Sell
428,289
-53,620
-11% -$4.9M 2.17% 6
2017
Q4 		$41.2M Sell
481,909
-20,810
-4% -$1.71M 1.97% 5
2017
Q3 		$37.4M Sell
502,719
-45,119
-8% -$3.3M 1.52% 18
2017
Q2 		$37.8M Buy
547,838
+38,435
+8% +$2.64M 1.2% 31
2017
Q1 		$33.5M Buy
509,403
+65,945
+15% +$4.23M 1.13% 32
2016
Q4 		$27.6M Buy
443,458
+16,705
+4% +$1M 0.89% 44
2016
Q3 		$24.6M Buy
426,753
+22,584
+6% +$1.27M 0.64% 53
2016
Q2 		$20.7M Sell
404,169
-16,489
-4% -$857K 0.53% 58
2016
Q1 		$23.2M Buy
420,658
+322,901
+330% +$16.9M 0.59% 54
2015
Q4 		$5.42M Sell
97,757
-1,740
-2% -$91.6K 0.13% 109
2015
Q3 		$4.4M Sell
99,497
-1,631
-2% -$73.2K 0.11% 113
2015
Q2 		$4.46M Sell
101,128
-2,786
-3% -$127K 0.09% 118
2015
Q1 		$4.22M Sell
103,914
-3,164
-3% -$138K 0.09% 121
2014
Q4 		$4.97M Sell
107,078
-8,339
-7% -$391K 0.12% 112
2014
Q3 		$5.35M Buy
+115,417
New +$5.15M 0.14% 110

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Oak Ridge Investments's MSFT Position: Q2 2026 in Review

Oak Ridge Investments reduced its Microsoft (MSFT) stake by 56% in Q2 2026, selling an estimated $79.7M and leaving 153,252 shares worth $57.2M. The position accounts for 3.23% of the portfolio, ranked #6.

Oak Ridge Investments first reported a position in MSFT in Q3 2014 and has held it in 48 quarters since. The position peaked at $171M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oak Ridge Investments held 153,252 shares of Microsoft worth $57.2M as of Q2 2026.
  • Oak Ridge Investments sold 196,906 Microsoft shares in Q2 2026, an estimated $79.7M.
  • Microsoft made up 3.23% of Oak Ridge Investments's portfolio in Q2 2026, its #6 holding.
  • Oak Ridge Investments first reported a position in Microsoft in Q3 2014 and has held it in 48 quarters since.
  • Oak Ridge Investments's Microsoft position peaked at $171M in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.