Oxler Private Wealth
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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
Q3 		$15.9M Sell
30,991
-9
-0% -$4.16K 4.27% 7
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 		$10M Buy
31,514
+29
+0.1% +$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Oxler Private Wealth's MSFT Position: Q3 2026 in Review

Oxler Private Wealth reduced its Microsoft (MSFT) stake by 0.03% in Q3 2026, selling an estimated $4.16K and leaving 30,991 shares worth $15.9M. The position accounts for 4.27% of the portfolio, ranked #7.

Oxler Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.2M in Q3 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Oxler Private Wealth held 30,991 shares of Microsoft worth $15.9M as of Q3 2026.
  • Oxler Private Wealth sold 9 Microsoft shares in Q3 2026, an estimated $4.16K.
  • Microsoft made up 4.27% of Oxler Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Oxler Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's Microsoft position peaked at $16.2M in Q3 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.