SF
MSFT icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SageOak Financial's MSFT Position: Q2 2026 in Review

SageOak Financial held its Microsoft (MSFT) position steady in Q2 2026 at 797 shares worth $297K. The position accounts for 0.19% of the portfolio, ranked #30.

SageOak Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SageOak Financial held 797 shares of Microsoft worth $297K as of Q2 2026.
  • SageOak Financial left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.19% of SageOak Financial's portfolio in Q2 2026, its #30 holding.
  • SageOak Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • SageOak Financial's Microsoft position peaked at $413K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.