SilverOak Wealth Management’s Microsoft MSFT Stock Holding History

SilverOak Wealth Management’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	$1.79M	Buy	4,788 +735	+18%	+$297K	0.23%	46
2026 Q1	$1.5M	Sell	4,053 -358	-8%	-$150K	0.24%	42
2025 Q4	$2.13M	Hold	4,411	–	–	0.33%	33
2025 Q3	$2.28M	Sell	4,411 -442	-9%	-$225K	0.39%	30
2025 Q2	$2.41M	Buy	4,853 +1,121	+30%	+$487K	0.45%	27
2025 Q1	$1.4M	Buy	3,732 +33	+0.9%	+$13.5K	0.3%	37
2024 Q4	$1.56M	Buy	3,699 +13	+0.4%	+$5.54K	0.34%	33
2024 Q3	$1.59M	Hold	3,686	–	–	0.36%	31
2024 Q2	$1.65M	Buy	3,686 +33	+0.9%	+$13.9K	0.4%	31
2024 Q1	$1.54M	Buy	3,653 +180	+5%	+$72.9K	0.38%	31
2023 Q4	$1.31M	Buy	+3,473	New	+$1.24M	0.35%	32

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

SilverOak Wealth Management's MSFT Position: Q2 2026 in Review

SilverOak Wealth Management increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $297K and bringing the position to 4,788 shares worth $1.79M. The position accounts for 0.23% of the portfolio, ranked #46.

SilverOak Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q2 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SilverOak Wealth Management held 4,788 shares of Microsoft worth $1.79M as of Q2 2026.
SilverOak Wealth Management bought 735 Microsoft shares in Q2 2026, an estimated $297K.
Microsoft made up 0.23% of SilverOak Wealth Management's portfolio in Q2 2026, its #46 holding.
SilverOak Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Microsoft position peaked at $2.41M in Q2 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.