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Harper Investing’s Microsoft MSFT Stock Holding History

Harper Investing’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 		$4.51M Buy
12,078
+5,327
+79% +$2.16M 1.52% 19
2026
Q1 		$2.5M Buy
6,751
+743
+12% +$311K 1.09% 26
2025
Q4 		$2.91M Buy
6,008
+526
+10% +$264K 1.25% 24
2025
Q3 		$2.84M Buy
5,482
+826
+18% +$421K 1.35% 25
2025
Q2 		$2.32M Buy
4,656
+109
+2% +$47.3K 1.29% 24
2025
Q1 		$1.71M Buy
4,547
+601
+15% +$245K 1.13% 22
2024
Q4 		$1.66M Sell
3,946
-247
-6% -$105K 1.23% 22
2024
Q3 		$1.8M Buy
4,193
+1,950
+87% +$834K 1.18% 21
2024
Q2 		$1M Buy
2,243
+1,270
+131% +$536K 0.99% 30
2024
Q1 		$409K Buy
+973
New +$394K 0.48% 26
2023
Q1 		– Sell
-940
Closed -$225K – 31
2022
Q4 		$225K Sell
940
-1,268
-57% -$304K 0.28% 41
2022
Q3 		$477K Sell
2,208
-48
-2% -$12.7K 0.49% 40
2022
Q2 		$579K Buy
2,256
+161
+8% +$43.7K 0.59% 30
2022
Q1 		$646K Buy
+2,095
New +$630K 0.6% 32

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harper Investing's MSFT Position: Q2 2026 in Review

Harper Investing increased its Microsoft (MSFT) stake by 79% in Q2 2026, buying an estimated $2.16M and bringing the position to 12,078 shares worth $4.51M. The position accounts for 1.52% of the portfolio, ranked #19.

Harper Investing first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Harper Investing held 12,078 shares of Microsoft worth $4.51M as of Q2 2026.
  • Harper Investing bought 5,327 Microsoft shares in Q2 2026, an estimated $2.16M.
  • Microsoft made up 1.52% of Harper Investing's portfolio in Q2 2026, its #19 holding.
  • Harper Investing first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
  • 2,445 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.