Harbor Asset Planning’s Microsoft MSFT Stock Holding History

Harbor Asset Planning’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	$662K	Sell	1,774 -151	-8%	-$61.1K	0.5%	48
2026 Q1	$712K	Hold	1,925	–	–	0.6%	43
2025 Q4	$931K	Buy	1,925 +6	+0.3%	+$3.01K	0.8%	36
2025 Q3	$994K	Hold	1,919	–	–	0.89%	32
2025 Q2	$954K	Buy	+1,919	New	+$833K	0.91%	31

Other funds holding MSFT

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

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

ATO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Harbor Asset Planning's MSFT Position: Q2 2026 in Review

Harbor Asset Planning reduced its Microsoft (MSFT) stake by 7.8% in Q2 2026, selling an estimated $61.1K and leaving 1,774 shares worth $662K. The position accounts for 0.5% of the portfolio, ranked #48.

Harbor Asset Planning first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $994K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Harbor Asset Planning held 1,774 shares of Microsoft worth $662K as of Q2 2026.
Harbor Asset Planning sold 151 Microsoft shares in Q2 2026, an estimated $61.1K.
Microsoft made up 0.5% of Harbor Asset Planning's portfolio in Q2 2026, its #48 holding.
Harbor Asset Planning first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Microsoft position peaked at $994K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.