H&H Retirement Design & Management’s Microsoft MSFT Stock Holding History

H&H Retirement Design & 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	$1.19M	Sell	3,059 -439	-13%	-$178K	0.54%	38
2026 Q1	$1.45M	Buy	3,498 +276	+9%	+$115K	0.68%	32
2025 Q4	$1.36M	Buy	3,222 +239	+8%	+$120K	0.69%	31
2025 Q3	$1.51M	Buy	2,983 +30	+1%	+$15.3K	0.8%	28
2025 Q2	$1.51M	Buy	2,953 +389	+15%	+$169K	0.83%	27
2025 Q1	$921K	Buy	2,564 +7	+0.3%	+$2.85K	0.61%	34
2024 Q4	$1.04M	Sell	2,557 -239	-9%	-$102K	0.63%	36
2024 Q3	$1.17M	Sell	2,796 -75	-3%	-$32.1K	0.69%	32
2024 Q2	$1.27M	Sell	2,871 -19	-0.7%	-$8.02K	0.79%	29
2024 Q1	$1.16M	Buy	+2,890	New	+$1.17M	0.77%	30

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

H&H Retirement Design & Management's MSFT Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $178K and leaving 3,059 shares worth $1.19M. The position accounts for 0.54% of the portfolio, ranked #38.

H&H Retirement Design & Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

H&H Retirement Design & Management held 3,059 shares of Microsoft worth $1.19M as of Q2 2026.
H&H Retirement Design & Management sold 439 Microsoft shares in Q2 2026, an estimated $178K.
Microsoft made up 0.54% of H&H Retirement Design & Management's portfolio in Q2 2026, its #38 holding.
H&H Retirement Design & Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
H&H Retirement Design & Management's Microsoft position peaked at $1.51M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.