Silver Oak Advisory Group’s Microsoft MSFT Stock Holding History

Silver Oak Advisory 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	$1.44M	Sell	3,861 -22	-0.6%	-$8.9K	0.57%	22
2026 Q1	$1.44M	Sell	3,883 -40	-1%	-$16.7K	0.62%	23
2025 Q4	$1.9M	Sell	3,923 -910	-19%	-$456K	0.86%	19
2025 Q3	$2.5M	Sell	4,833 -118	-2%	-$60.2K	1.13%	15
2025 Q2	$2.46M	Buy	4,951 +202	+4%	+$87.7K	1.19%	16
2025 Q1	$1.78M	Sell	4,749 -44	-0.9%	-$17.9K	0.95%	18
2024 Q4	$2.02M	Hold	4,793	–	–	1.07%	17
2024 Q3	$2.06M	Sell	4,793 -6	-0.1%	-$2.56K	1.06%	17
2024 Q2	$2.14M	Sell	4,799 -49	-1%	-$20.7K	1.19%	15
2024 Q1	$2.04M	Sell	4,848 -97	-2%	-$39.3K	1.15%	16
2023 Q4	$1.86M	Sell	4,945 -284	-5%	-$101K	1.09%	16
2023 Q3	$1.65M	Buy	5,229 +1,695	+48%	+$560K	1.07%	16
2023 Q2	$1.2M	Hold	3,534	–	–	0.79%	16
2023 Q1	$1.02M	Sell	3,534 -100	-3%	-$25.5K	0.68%	18
2022 Q4	$871K	Sell	3,634 -55	-1%	-$13.2K	0.61%	21
2022 Q3	$859K	Sell	3,689 -66	-2%	-$17.4K	0.64%	20
2022 Q2	$964K	Sell	3,755 -87	-2%	-$23.6K	0.68%	18
2022 Q1	$1.18M	Sell	3,842 -458	-11%	-$138K	0.77%	19
2021 Q4	$1.45M	Buy	+4,300	New	+$1.39M	0.92%	16

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Silver Oak Advisory Group's MSFT Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Microsoft (MSFT) stake by 0.57% in Q2 2026, selling an estimated $8.9K and leaving 3,861 shares worth $1.44M. The position accounts for 0.57% of the portfolio, ranked #22.

Silver Oak Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Silver Oak Advisory Group held 3,861 shares of Microsoft worth $1.44M as of Q2 2026.
Silver Oak Advisory Group sold 22 Microsoft shares in Q2 2026, an estimated $8.9K.
Microsoft made up 0.57% of Silver Oak Advisory Group's portfolio in Q2 2026, its #22 holding.
Silver Oak Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Silver Oak Advisory Group's Microsoft position peaked at $2.5M in Q3 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.