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Financial Planning Hawaii’s Microsoft MSFT Stock Holding History

Financial Planning Hawaii’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 		$7.69M Buy
20,621
+496
+2% +$201K 4.13% 5
2026
Q1 		$7.45M Sell
20,125
-455
-2% -$190K 4.39% 5
2025
Q4 		$9.95M Buy
+20,580
New +$10.3M 5.73% 2

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Planning Hawaii's MSFT Position: Q2 2026 in Review

Financial Planning Hawaii increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $201K and bringing the position to 20,621 shares worth $7.69M. The position accounts for 4.13% of the portfolio, ranked #5.

Financial Planning Hawaii first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.95M in Q4 2025. 3,881 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Planning Hawaii held 20,621 shares of Microsoft worth $7.69M as of Q2 2026.
  • Financial Planning Hawaii bought 496 Microsoft shares in Q2 2026, an estimated $201K.
  • Microsoft made up 4.13% of Financial Planning Hawaii's portfolio in Q2 2026, its #5 holding.
  • Financial Planning Hawaii first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Microsoft position peaked at $9.95M in Q4 2025.
  • 3,881 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.