Halbert Hargrove Global Advisors’s Microsoft MSFT Stock Holding History

Halbert Hargrove Global Advisors’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	–	Hold	0	–	–	–	48
2026 Q1	–	Hold	0	–	–	–	83
2025 Q4	–	Hold	0	–	–	–	76
2025 Q3	–	Hold	0	–	–	–	77
2025 Q2	–	Hold	0	–	–	–	68
2025 Q1	–	Hold	0	–	–	–	74
2024 Q4	–	Hold	0	–	–	–	38
2024 Q3	–	Hold	0	–	–	–	38
2024 Q2	–	Hold	0	–	–	–	37
2024 Q1	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	44
2023 Q3	–	Hold	0	–	–	–	56
2023 Q2	–	Hold	0	–	–	–	37
2023 Q1	–	Hold	0	–	–	–	37
2022 Q4	–	Hold	0	–	–	–	40
2022 Q3	–	Hold	0	–	–	–	37
2022 Q2	–	Sell	-8,300	Closed	-$2.25M	–	35
2022 Q1	$2.56M	Buy	8,300 +1,000	+14%	+$301K	0.17%	32
2021 Q4	$2.46M	Buy	+7,300	New	+$2.37M	0.16%	29
2021 Q3	–	Sell	-9,200	Closed	-$2.49M	–	155
2021 Q2	$2.49M	Sell	9,200 -700	-7%	-$178K	0.16%	26
2021 Q1	$2.33M	Buy	9,900 +3,000	+43%	+$696K	0.17%	25
2020 Q4	$1.53M	Buy	6,900 +2,600	+60%	+$559K	0.12%	25
2020 Q3	$904K	Hold	4,300	–	–	0.09%	29
2020 Q2	$875K	Buy	+4,300	New	+$781K	0.13%	28
2020 Q1	–	Sell	-11,300	Closed	-$1.78M	–	92
2019 Q4	$1.78M	Sell	11,300 -500	-4%	-$73.5K	0.46%	13
2019 Q3	$1.64M	Buy	11,800 +7,500	+174%	+$1.03M	0.44%	12
2019 Q2	$576K	Buy	+4,300	New	+$546K	0.16%	26

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Halbert Hargrove Global Advisors's MSFT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Microsoft (MSFT) stake by 32% in Q2 2026, selling an estimated $1.03M and leaving 5,419 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #35.

Halbert Hargrove Global Advisors first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.73M in Q2 2024. 2,787 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Halbert Hargrove Global Advisors held 5,419 shares of Microsoft worth $2.02M as of Q2 2026.
Halbert Hargrove Global Advisors sold 2,551 Microsoft shares in Q2 2026, an estimated $1.03M.
Microsoft made up 0.09% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #35 holding.
Halbert Hargrove Global Advisors first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
Halbert Hargrove Global Advisors's Microsoft position peaked at $9.73M in Q2 2024.
2,787 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.