Harper Investing
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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
Q3 		$6.44M Buy
12,560
+482
+4% +$223K 1.99% 15
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Harper Investing's MSFT Position: Q3 2026 in Review

Harper Investing increased its Microsoft (MSFT) stake by 4% in Q3 2026, buying an estimated $223K and bringing the position to 12,560 shares worth $6.44M. The position accounts for 1.99% of the portfolio, ranked #15.

Harper Investing first reported a position in MSFT in Q1 2022 and has held it in 15 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Harper Investing held 12,560 shares of Microsoft worth $6.44M as of Q3 2026.
  • Harper Investing bought 482 Microsoft shares in Q3 2026, an estimated $223K.
  • Microsoft made up 1.99% of Harper Investing's portfolio in Q3 2026, its #15 holding.
  • Harper Investing first reported a position in Microsoft in Q1 2022 and has held it in 15 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.