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Oxford Wealth Group’s Microsoft MSFT Stock Holding History

Oxford Wealth Group’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 		$1.59M Buy
4,252
+251
+6% +$102K 0.71% 35
2026
Q1 		$1.48M Sell
4,001
-634
-14% -$265K 0.81% 34
2025
Q4 		$2.24M Buy
+4,635
New +$2.32M 1.09% 30
2024
Q4 		$4.15M Buy
9,834
+342
+4% +$146K 2.68% 9
2024
Q3 		$4.08M Sell
9,492
-1,837
-16% -$785K 3.32% 6
2024
Q2 		$5.06M Buy
11,329
+2,559
+29% +$1.08M 3.48% 3
2024
Q1 		$3.69M Buy
+8,770
New +$3.55M 3.36% 5

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxford Wealth Group's MSFT Position: Q2 2026 in Review

Oxford Wealth Group increased its Microsoft (MSFT) stake by 6.3% in Q2 2026, buying an estimated $102K and bringing the position to 4,252 shares worth $1.59M. The position accounts for 0.71% of the portfolio, ranked #35.

Oxford Wealth Group first reported a position in MSFT in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.06M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oxford Wealth Group held 4,252 shares of Microsoft worth $1.59M as of Q2 2026.
  • Oxford Wealth Group bought 251 Microsoft shares in Q2 2026, an estimated $102K.
  • Microsoft made up 0.71% of Oxford Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Oxford Wealth Group first reported a position in Microsoft in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Microsoft position peaked at $5.06M in Q2 2024.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.