Oak Wealth Advisors’s Microsoft MSFT Stock Holding History

Oak 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
2026 Q2	$804K	Buy	2,156 +94	+5%	+$38K	0.39%	33
2026 Q1	$763K	Sell	2,062 -105	-5%	-$43.9K	0.42%	34
2025 Q4	$1.05M	Buy	2,167 +109	+5%	+$54.6K	0.6%	24
2025 Q3	$1.07M	Hold	2,058	–	–	0.62%	23
2025 Q2	$1.02M	Sell	2,058 -11	-0.5%	-$4.78K	0.66%	21
2025 Q1	$777K	Sell	2,069 -355	-15%	-$145K	0.57%	25
2024 Q4	$1.02M	Buy	+2,424	New	+$1.03M	0.79%	17

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Oak Wealth Advisors's MSFT Position: Q2 2026 in Review

Oak Wealth Advisors increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $38K and bringing the position to 2,156 shares worth $804K. The position accounts for 0.39% of the portfolio, ranked #33.

Oak Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 2,761 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Oak Wealth Advisors held 2,156 shares of Microsoft worth $804K as of Q2 2026.
Oak Wealth Advisors bought 94 Microsoft shares in Q2 2026, an estimated $38K.
Microsoft made up 0.39% of Oak Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Oak Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Microsoft position peaked at $1.07M in Q3 2025.
2,761 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.