OakTrust Wealth Advisors’s Microsoft MSFT Stock Holding History

OakTrust 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	$585K	Buy	1,568 +12	+0.8%	+$4.86K	0.5%	28
2026 Q1	$576K	Buy	1,556 +173	+13%	+$72.4K	0.52%	28
2025 Q4	$669K	Buy	+1,383	New	+$693K	0.62%	27

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

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

OakTrust Wealth Advisors increased its Microsoft (MSFT) stake by 0.77% in Q2 2026, buying an estimated $4.86K and bringing the position to 1,568 shares worth $585K. The position accounts for 0.5% of the portfolio, ranked #28.

OakTrust Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $669K in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

OakTrust Wealth Advisors held 1,568 shares of Microsoft worth $585K as of Q2 2026.
OakTrust Wealth Advisors bought 12 Microsoft shares in Q2 2026, an estimated $4.86K.
Microsoft made up 0.5% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #28 holding.
OakTrust Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
OakTrust Wealth Advisors's Microsoft position peaked at $669K in Q4 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.