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Microsoft Corporation shares owned by Oak Wealth Advisors

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

Historical chart of Oak Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 2.2k 483.62
2025-09-30 $1.1M 2.1k 517.95
2025-06-30 $1.0M 2.1k 497.41

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View all positions for Oak Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Northern Trust
Capital Research Global Investors
Capital World Investors
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation