Box Hill Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.59M Buy
4,272
+21
+0.5% +$8.5K 1.28% 21
2026
Q1
$1.57M Sell
4,251
-17
-0.4% -$7.11K 1.56% 17
2025
Q4
$2.06M Buy
+4,268
New +$2.14M 2.09% 11

Other funds holding MSFT

Box Hill Private Wealth's MSFT Position: Q2 2026 in Review

Box Hill Private Wealth increased its Microsoft (MSFT) stake by 0.49% in Q2 2026, buying an estimated $8.5K and bringing the position to 4,272 shares worth $1.59M. The position accounts for 1.28% of the portfolio, ranked #21.

Box Hill Private Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Box Hill Private Wealth held 4,272 shares of Microsoft worth $1.59M as of Q2 2026.
  • Box Hill Private Wealth bought 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 1.28% of Box Hill Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Box Hill Private Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Box Hill Private Wealth's Microsoft position peaked at $2.06M in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.