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Hamilton Capital Partners’s Microsoft MSFT Stock Holding History

Hamilton Capital Partners’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
2025
Q1 		– Sell
-4,300
Closed -$1.81M – 29
2024
Q4 		$1.81M Buy
+4,300
New +$1.83M 1.13% 19

Other funds holding MSFT

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Hamilton Capital Partners's MSFT Position: Q2 2026 in Review

Hamilton Capital Partners increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $2.56M and bringing the position to 57,868 shares worth $21.6M. The position accounts for 6.27% of the portfolio, ranked #7.

Hamilton Capital Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,399 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hamilton Capital Partners held 57,868 shares of Microsoft worth $21.6M as of Q2 2026.
  • Hamilton Capital Partners bought 6,339 Microsoft shares in Q2 2026, an estimated $2.56M.
  • Microsoft made up 6.27% of Hamilton Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Hamilton Capital Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 3,399 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hamilton Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.