Harbor Asset Planning
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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
Q3 		$910K Hold
1,774
– – 0.68% 38
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Harbor Asset Planning's MSFT Position: Q3 2026 in Review

Harbor Asset Planning held its Microsoft (MSFT) position steady in Q3 2026 at 1,774 shares worth $910K. The position accounts for 0.68% of the portfolio, ranked #38.

Harbor Asset Planning first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $994K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Harbor Asset Planning held 1,774 shares of Microsoft worth $910K as of Q3 2026.
  • Harbor Asset Planning left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.68% of Harbor Asset Planning's portfolio in Q3 2026, its #38 holding.
  • Harbor Asset Planning first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Microsoft position peaked at $994K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.