Seven Hills Financial, LLC’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.17M Buy
+4,238
New +$1.96M 1.31% 18

Other funds holding MSFT

Seven Hills Financial, LLC's MSFT Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Microsoft (MSFT) in Q3 2026: 4,238 shares worth $2.17M. The stake represents 1.31% of the portfolio and ranks #18 among its holdings.

543 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Seven Hills Financial, LLC held 4,238 shares of Microsoft worth $2.17M as of Q3 2026.
  • Microsoft was a new Seven Hills Financial, LLC position in Q3 2026.
  • Microsoft made up 1.31% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #18 holding.
  • 543 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.