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Microsoft Corporation shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $607k 1.4k 446.95

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Capital Research and Management Company - Division 3
Capital World Investors
Capital Research Global Investors
Northern Trust
Bank of America Corporation
Bank of New York Mellon
Legal & General Group

View all funds holding Microsoft Corporation