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Oldfather Financial Services’s Microsoft MSFT Stock Holding History

Oldfather Financial 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
2025
Q4 		$2.14M Buy
4,428
+1,746
+65% +$875K 0.64% 25
2025
Q3 		$1.39M Buy
2,682
+106
+4% +$54.1K 0.43% 32
2025
Q2 		$1.28M Sell
2,576
-5
-0.2% -$2.17K 0.44% 31
2025
Q1 		$969K Sell
2,581
-29
-1% -$11.8K 0.37% 34
2024
Q4 		$1.1M Buy
2,610
+123
+5% +$52.4K 0.42% 30
2024
Q3 		$1.07M Buy
2,487
+14
+0.6% +$5.99K 0.41% 31
2024
Q2 		$1.11M Buy
2,473
+117
+5% +$49.4K 0.45% 28
2024
Q1 		$991K Sell
2,356
-70
-3% -$28.3K 0.41% 31
2023
Q4 		$912K Buy
2,426
+118
+5% +$42K 0.41% 31
2023
Q3 		$729K Sell
2,308
-500
-18% -$165K 0.37% 33
2023
Q2 		$956K Buy
2,808
+1
+0% +$313 0.47% 28
2023
Q1 		$809K Buy
2,807
+535
+24% +$136K 0.42% 32
2022
Q4 		$545K Sell
2,272
-203
-8% -$48.7K 0.31% 38
2022
Q3 		$576K Buy
2,475
+35
+1% +$9.24K 0.36% 34
2022
Q2 		$656K Sell
2,440
-370
-13% -$100K 0.37% 34
2022
Q1 		$814K Buy
2,810
+171
+6% +$51.4K 0.44% 32
2021
Q4 		$790K Buy
2,639
+138
+6% +$44.7K 0.41% 33
2021
Q3 		$842K Buy
2,501
+72
+3% +$20.9K 0.43% 29
2021
Q2 		$696K Sell
2,429
-19
-0.8% -$4.83K 0.38% 34
2021
Q1 		$620K Hold
2,448
– – 0.36% 37
2020
Q4 		$593K Buy
2,448
+337
+16% +$72.5K 0.35% 36
2020
Q3 		$466K Hold
2,111
– – 0.33% 40
2020
Q2 		$430K Sell
2,111
-339
-14% -$61.5K 0.33% 39
2020
Q1 		$447K Sell
2,450
-50
-2% -$8.22K 0.42% 33
2019
Q4 		$420K Buy
+2,500
New +$367K 0.39% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's MSFT Position: Q4 2025 in Review

Oldfather Financial Services increased its Microsoft (MSFT) stake by 65% in Q4 2025, buying an estimated $875K and bringing the position to 4,428 shares worth $2.14M. The position accounts for 0.64% of the portfolio, ranked #25.

Oldfather Financial Services first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. 6,292 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Oldfather Financial Services held 4,428 shares of Microsoft worth $2.14M as of Q4 2025.
  • Oldfather Financial Services bought 1,746 Microsoft shares in Q4 2025, an estimated $875K.
  • Microsoft made up 0.64% of Oldfather Financial Services's portfolio in Q4 2025, its #25 holding.
  • Oldfather Financial Services first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • 6,292 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.