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SkyOak Wealth’s Microsoft MSFT Stock Holding History

SkyOak Wealth’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 		$5.55M Sell
14,876
-1,329
-8% -$538K 0.91% 33
2026
Q1 		$6M Buy
16,205
+2,418
+18% +$1.01M 1.1% 29
2025
Q4 		$6.67M Buy
13,787
+3,027
+28% +$1.52M 1.2% 26
2025
Q3 		$5.57M Sell
10,760
-8
-0.1% -$4.08K 1.05% 30
2025
Q2 		$5.36M Sell
10,768
-5,208
-33% -$2.26M 1.08% 28
2025
Q1 		$6M Buy
15,976
+577
+4% +$235K 1.31% 22
2024
Q4 		$6.49M Sell
15,399
-748
-5% -$319K 1.39% 20
2024
Q3 		$6.95M Buy
16,147
+486
+3% +$208K 1.54% 15
2024
Q2 		$7M Sell
15,661
-555
-3% -$234K 1.63% 14
2024
Q1 		$6.82M Sell
16,216
-598
-4% -$242K 1.63% 15
2023
Q4 		$6.32M Sell
16,814
-530
-3% -$189K 1.65% 12
2023
Q3 		$5.48M Buy
17,344
+366
+2% +$121K 1.6% 13
2023
Q2 		$5.78M Buy
16,978
+553
+3% +$173K 1.63% 14
2023
Q1 		$4.74M Sell
16,425
-731
-4% -$186K 1.44% 15
2022
Q4 		$4.11M Buy
17,156
+1,020
+6% +$245K 1.38% 18
2022
Q3 		$3.76M Buy
16,136
+435
+3% +$115K 1.35% 17
2022
Q2 		$4.03M Sell
15,701
-1,388
-8% -$377K 1.38% 17
2022
Q1 		$5.27M Buy
17,089
+767
+5% +$231K 1.46% 15
2021
Q4 		$5.49M Sell
16,322
-129
-0.8% -$41.8K 1.4% 19
2021
Q3 		$4.64M Buy
16,451
+27
+0.2% +$7.86K 1.25% 17
2021
Q2 		$4.45M Buy
16,424
+234
+1% +$59.5K 1.19% 18
2021
Q1 		$4.12M Sell
16,190
-554
-3% -$129K 1.15% 19
2020
Q4 		$3.72M Buy
16,744
+535
+3% +$115K 1.16% 21
2020
Q3 		$3.41M Sell
16,209
-4,782
-23% -$1M 1.23% 19
2020
Q2 		$4.27M Buy
20,991
+10,693
+104% +$1.94M 1.58% 12
2020
Q1 		$1.62M Sell
10,298
-6,494
-39% -$1.07M 0.83% 32
2019
Q4 		$2.65M Buy
+16,792
New +$2.47M 0.82% 34

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

SkyOak Wealth's MSFT Position: Q2 2026 in Review

SkyOak Wealth reduced its Microsoft (MSFT) stake by 8.2% in Q2 2026, selling an estimated $538K and leaving 14,876 shares worth $5.55M. The position accounts for 0.91% of the portfolio, ranked #33.

SkyOak Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SkyOak Wealth held 14,876 shares of Microsoft worth $5.55M as of Q2 2026.
  • SkyOak Wealth sold 1,329 Microsoft shares in Q2 2026, an estimated $538K.
  • Microsoft made up 0.91% of SkyOak Wealth's portfolio in Q2 2026, its #33 holding.
  • SkyOak Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Microsoft position peaked at $7M in Q2 2024.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.