MSFT Microsoft COM

Ownership history in OAK ASSOCIATES LTD /OH/  ·  107 quarters on record

AI Ownership Summary

OAK ASSOCIATES LTD /OH/ reported Microsoft COM (MSFT) in 107 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.68% in 2025 Q2. The latest visible filing shows MSFT at 4.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK ASSOCIATES LTD /OH/'s position in Microsoft COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OAK ASSOCIATES LTD /OH/ held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 149,068 +5,727 +4.0% 4.33% $72.1M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 143,341 -570 -0.4% 4.53% $74.2M 2025-11-12 $509.02
2025 Q2 ADDED 143,911 +2,333 +1.6% 4.68% $71.6M 2025-08-12 $526.18
2025 Q1 ADDED 141,578 +2,682 +1.9% 3.99% $53.1M 2025-05-14 $449.50
2024 Q4 ADDED 138,896 +22,034 +18.9% 4.04% $58.5M 2025-02-13 $406.61
2024 Q3 ADDED 116,862 +9,419 +8.8% 3.38% $50.3M 2024-11-12 $418.14
2024 Q2 REDUCED 107,443 -203 -0.2% 3.19% $48.0M 2024-08-08 $397.32
2024 Q1 ADDED 107,646 +160 +0.1% 3.14% $45.3M 2024-05-10 $408.47
2023 Q4 REDUCED 107,486 -389 -0.4% 3.06% $40.4M 2024-02-14 $403.30
2023 Q3 UNCHANGED 107,875 0% 2.83% $34.1M 2023-11-13 $359.74
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OAK ASSOCIATES LTD /OH/ and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OAK ASSOCIATES LTD /OH/ reported owning MSFT?

OAK ASSOCIATES LTD /OH/ reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in OAK ASSOCIATES LTD /OH/'s portfolio?

The largest reported portfolio weight for MSFT was 4.68% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when OAK ASSOCIATES LTD /OH/ reported 149,068 shares, equal to 4.33% of portfolio, with an estimated market value of $72.1M.

What does the chart on this MSFT ownership page compare?

The chart compares OAK ASSOCIATES LTD /OH/'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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