SageOak Financial’s Microsoft MSFT Stock Holding History

SageOak Financial’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	$409K	Hold	797	–	–	0.27%	26
2026 Q2	$297K	Hold	797	–	–	0.19%	30
2026 Q1	$295K	Hold	797	–	–	0.21%	30
2025 Q4	$385K	Hold	797	–	–	0.28%	25
2025 Q3	$413K	Hold	797	–	–	0.3%	24
2025 Q2	$396K	Hold	797	–	–	0.32%	24
2025 Q1	$299K	Hold	797	–	–	0.27%	28
2024 Q4	$336K	Buy	+797	New	+$339K	0.31%	40

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

SageOak Financial's MSFT Position: Q3 2026 in Review

SageOak Financial held its Microsoft (MSFT) position steady in Q3 2026 at 797 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #26.

SageOak Financial first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $413K in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

SageOak Financial held 797 shares of Microsoft worth $409K as of Q3 2026.
SageOak Financial left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.27% of SageOak Financial's portfolio in Q3 2026, its #26 holding.
SageOak Financial first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
SageOak Financial's Microsoft position peaked at $413K in Q3 2025.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.