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Oxler Private Wealth’s Microsoft MSFT Stock Holding History

Oxler Private Wealth’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 		$11.6M Sell
31,000
-269
-0.9% -$109K 3.3% 10
2026
Q1 		$11.6M Buy
31,269
+93
+0.3% +$38.9K 3.62% 8
2025
Q4 		$15.1M Sell
31,176
-152
-0.5% -$76.2K 4.37% 7
2025
Q3 		$16.2M Hold
31,328
– – 4.72% 6
2025
Q2 		$15.6M Sell
31,328
-65
-0.2% -$28.2K 4.9% 6
2025
Q1 		$11.8M Sell
31,393
-30
-0.1% -$12.2K 4.14% 6
2024
Q4 		$13.2M Sell
31,423
-48
-0.2% -$20.4K 4.35% 6
2024
Q3 		$13.5M Sell
31,471
-56
-0.2% -$23.9K 4.72% 6
2024
Q2 		$14.1M Sell
31,527
-5
-0% -$2.11K 5.22% 5
2024
Q1 		$13.3M Buy
31,532
+15,389
+95% +$6.23M 5.2% 5
2023
Q4 		$6.07M Sell
16,143
-15,371
-49% -$5.47M 5.04% 7
2023
Q3 		$9.96M Buy
31,514
+29
+0.1% +$9.58K 5.01% 4
2023
Q2 		$10.7M Sell
31,485
-779
-2% -$244K 5.11% 4
2023
Q1 		$9.3M Buy
32,264
+185
+0.6% +$47.2K 4.59% 4
2022
Q4 		$7.69M Sell
32,079
-598
-2% -$144K 4.14% 5
2022
Q3 		$7.62M Sell
32,677
-45
-0.1% -$11.9K 4.26% 3
2022
Q2 		$8.4M Buy
32,722
+240
+0.7% +$65.1K 4.05% 5
2022
Q1 		$10M Buy
32,482
+247
+0.8% +$74.3K 4.52% 3
2021
Q4 		$10.8M Sell
32,235
-215
-0.7% -$69.7K 4.49% 3
2021
Q3 		$9.15M Sell
32,450
-9
-0% -$2.62K 4.03% 4
2021
Q2 		$8.79M Sell
32,459
-1
-0% -$254 3.83% 4
2021
Q1 		$7.65M Buy
32,460
+122
+0.4% +$28.3K 3.88% 5
2020
Q4 		$7.19M Buy
+32,338
New +$6.95M 4.05% 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

Oxler Private Wealth's MSFT Position: Q2 2026 in Review

Oxler Private Wealth reduced its Microsoft (MSFT) stake by 0.86% in Q2 2026, selling an estimated $109K and leaving 31,000 shares worth $11.6M. The position accounts for 3.3% of the portfolio, ranked #10.

Oxler Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.2M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oxler Private Wealth held 31,000 shares of Microsoft worth $11.6M as of Q2 2026.
  • Oxler Private Wealth sold 269 Microsoft shares in Q2 2026, an estimated $109K.
  • Microsoft made up 3.3% of Oxler Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Oxler Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Microsoft position peaked at $16.2M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.