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Alan N. Hoffman Investment Management’s Microsoft MSFT Stock Holding History

Alan N. Hoffman Investment Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Sell
46,152
-3,137
-6% -$1.27M 10.17% 3
2026
Q1 		$18.2M Sell
49,289
-2,905
-6% -$1.22M 12.03% 3
2025
Q4 		$25.2M Sell
52,194
-22,191
-30% -$11.1M 14.24% 3
2025
Q3 		$38.5M Sell
74,385
-32
-0% -$16.3K 16.82% 3
2025
Q2 		$37M Sell
74,417
-351
-0.5% -$152K 18.25% 3
2025
Q1 		$28.1M Sell
74,768
-1,196
-2% -$488K 14.48% 3
2024
Q4 		$32M Sell
75,964
-1,253
-2% -$534K 14.46% 3
2024
Q3 		$33.2M Buy
77,217
+217
+0.3% +$92.8K 16% 3
2024
Q2 		$34.4M Buy
77,000
+34
+0% +$14.4K 16.98% 3
2024
Q1 		$32.4M Sell
76,966
-395
-0.5% -$160K 18.17% 3
2023
Q4 		$29.1M Buy
77,361
+2,683
+4% +$955K 16.29% 3
2023
Q3 		$23.6M Buy
74,678
+698
+0.9% +$231K 15.2% 3
2023
Q2 		$25.2M Buy
73,980
+1,493
+2% +$468K 14.94% 3
2023
Q1 		$20.9M Buy
72,487
+183
+0.3% +$46.7K 14.8% 3
2022
Q4 		$17.3M Sell
72,304
-99
-0.1% -$23.8K 13.19% 3
2022
Q3 		$16.9M Buy
72,403
+4,037
+6% +$1.07M 11.45% 3
2022
Q2 		$17.6M Buy
68,366
+574
+0.8% +$156K 11.89% 3
2022
Q1 		$20.9M Buy
67,792
+757
+1% +$228K 10.8% 3
2021
Q4 		$22.6M Buy
67,035
+1,023
+2% +$332K 11.4% 3
2021
Q3 		$18.6M Sell
66,012
-558
-0.8% -$162K 10.91% 3
2021
Q2 		$18M Buy
66,570
+261
+0.4% +$66.3K 10.67% 3
2021
Q1 		$15.6M Sell
66,309
-141
-0.2% -$32.7K 10.46% 3
2020
Q4 		$14.8M Buy
+66,450
New +$14.3M 9.42% 3

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Alan N. Hoffman Investment Management's MSFT Position: Q2 2026 in Review

Alan N. Hoffman Investment Management reduced its Microsoft (MSFT) stake by 6.4% in Q2 2026, selling an estimated $1.27M and leaving 46,152 shares worth $17.2M. The position accounts for 10.17% of the portfolio, ranked #3.

Alan N. Hoffman Investment Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.5M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alan N. Hoffman Investment Management held 46,152 shares of Microsoft worth $17.2M as of Q2 2026.
  • Alan N. Hoffman Investment Management sold 3,137 Microsoft shares in Q2 2026, an estimated $1.27M.
  • Microsoft made up 10.17% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #3 holding.
  • Alan N. Hoffman Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Alan N. Hoffman Investment Management's Microsoft position peaked at $38.5M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.