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Gross & Hartman Investments’s Microsoft MSFT Stock Holding History

Gross & Hartman Investments’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 		$1.35M Sell
3,610
-76
-2% -$30.8K 0.59% 17
2026
Q1 		$1.36M Buy
3,686
+188
+5% +$78.7K 0.71% 15
2025
Q4 		$1.69M Buy
+3,498
New +$1.75M 0.96% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gross & Hartman Investments's MSFT Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $30.8K and leaving 3,610 shares worth $1.35M. The position accounts for 0.59% of the portfolio, ranked #17.

Gross & Hartman Investments first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gross & Hartman Investments held 3,610 shares of Microsoft worth $1.35M as of Q2 2026.
  • Gross & Hartman Investments sold 76 Microsoft shares in Q2 2026, an estimated $30.8K.
  • Microsoft made up 0.59% of Gross & Hartman Investments's portfolio in Q2 2026, its #17 holding.
  • Gross & Hartman Investments first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's Microsoft position peaked at $1.69M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.