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Live Oak Investment Partners → MSFT

Live Oak Investment Partners MSFT Position History

Microsoft Corporation • Technology

Quarters held
6
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q3 2025$3.5M
Q4 2025$2.8M
Q1 2026$2.6M
Q2 2026$2.7M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M7.3K——
Q2 2026$2.7M7.3K——
Q1 2026$2.6M7.0K——
Q4 2025$2.8M5.8K——
Q3 2025$3.5M6.7K——
Q3 2025$1.1M3.4K——

Other funds holding MSFT

Other Live Oak Investment Partners positions

OKE

PGIM ETF TR

$16.6M
VGES

VANGUARD TAX-MANAGED FDS

$15.1M
VGES

VANGUARD TAX-MANAGED FDS

$15.1M
VGES

VANGUARD TAX-MANAGED FDS

$13.2M
VGES

VANGUARD TAX-MANAGED FDS

$12.4M
MS-PQ

MORGAN STANLEY ETF TRUST

$12.3M
VGES

VANGUARD TAX-MANAGED FDS

$12M
MS-PQ

MORGAN STANLEY ETF TRUST

$11.9M