Hapanowicz & Associates Financial Services’s Microsoft MSFT Stock Holding History

Hapanowicz & Associates Financial Services’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	$386K	Sell	1,036 -65	-6%	-$26.3K	0.12%	28
2026 Q1	$408K	Sell	1,101 -160	-13%	-$67K	0.16%	26
2025 Q4	$610K	Hold	1,261	–	–	0.24%	21
2025 Q3	$653K	Buy	1,261 +172	+16%	+$87.7K	0.3%	18
2025 Q2	$542K	Sell	1,089 -169	-13%	-$73.4K	0.27%	18
2025 Q1	$472K	Buy	1,258 +473	+60%	+$193K	0.26%	19
2024 Q4	$331K	Hold	785	–	–	0.17%	24
2024 Q3	$338K	Hold	785	–	–	0.17%	20
2024 Q2	$351K	Hold	785	–	–	0.2%	19
2024 Q1	$330K	Buy	785 +170	+28%	+$68.8K	0.19%	21
2023 Q4	$231K	Sell	615 -161	-21%	-$57.3K	0.14%	26
2023 Q3	$245K	Hold	776	–	–	0.17%	23
2023 Q2	$264K	Hold	776	–	–	0.18%	25
2023 Q1	$224K	Buy	+776	New	+$198K	0.15%	24
2022 Q1	–	Sell	-615	Closed	-$208K	–	33
2021 Q4	$208K	Buy	+615	New	+$199K	0.09%	31

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

Hapanowicz & Associates Financial Services's MSFT Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its Microsoft (MSFT) stake by 5.9% in Q2 2026, selling an estimated $26.3K and leaving 1,036 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #28.

Hapanowicz & Associates Financial Services first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $653K in Q3 2025. 2,925 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hapanowicz & Associates Financial Services held 1,036 shares of Microsoft worth $386K as of Q2 2026.
Hapanowicz & Associates Financial Services sold 65 Microsoft shares in Q2 2026, an estimated $26.3K.
Microsoft made up 0.12% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #28 holding.
Hapanowicz & Associates Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
Hapanowicz & Associates Financial Services's Microsoft position peaked at $653K in Q3 2025.
2,925 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.