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Harvest Investment Advisors’s Microsoft MSFT Stock Holding History

Harvest Investment Advisors’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
2025
Q4 		$1.4M Buy
+2,896
New +$1.45M 0.79% 50
2025
Q2 		$1.4M Buy
+2,821
New +$1.23M 0.9% 46

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Investment Advisors's MSFT Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Microsoft (MSFT) in Q4 2025: 2,896 shares worth $1.4M. The stake represents 0.79% of the portfolio and ranks #50 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in MSFT as recently as Q2 2025.

Harvest Investment Advisors first reported a position in MSFT in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.4M in Q2 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Harvest Investment Advisors held 2,896 shares of Microsoft worth $1.4M as of Q4 2025.
  • Microsoft was a new Harvest Investment Advisors position in Q4 2025.
  • Microsoft made up 0.79% of Harvest Investment Advisors's portfolio in Q4 2025, its #50 holding.
  • Harvest Investment Advisors first reported a position in Microsoft in Q2 2025 and has held it in 2 quarters since.
  • Harvest Investment Advisors's Microsoft position peaked at $1.4M in Q2 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.