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Silver Oak Wealth Advisors Services’s Microsoft MSFT Stock Holding History

Silver Oak Wealth Advisors Services’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 		$489K Buy
1,311
+1
+0.1% +$405 0.29% 25
2026
Q1 		$485K Sell
1,310
-494
-27% -$207K 0.31% 25
2025
Q4 		$872K Hold
1,804
– – 0.56% 21
2025
Q3 		$934K Buy
1,804
+471
+35% +$240K 0.62% 21
2025
Q2 		$663K Sell
1,333
-109
-8% -$47.3K 0.48% 23
2025
Q1 		$541K Buy
1,442
+1
+0.1% +$408 0.48% 22
2024
Q4 		$1.12M Buy
+1,441
New +$614K 0.97% 17

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

Silver Oak Wealth Advisors Services's MSFT Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services increased its Microsoft (MSFT) stake by 0.08% in Q2 2026, buying an estimated $405 and bringing the position to 1,311 shares worth $489K. The position accounts for 0.29% of the portfolio, ranked #25.

Silver Oak Wealth Advisors Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Silver Oak Wealth Advisors Services held 1,311 shares of Microsoft worth $489K as of Q2 2026.
  • Silver Oak Wealth Advisors Services bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.29% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #25 holding.
  • Silver Oak Wealth Advisors Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Silver Oak Wealth Advisors Services's Microsoft position peaked at $1.12M in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.