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Harvest Portfolios Group’s Microsoft MSFT Stock Holding History

Harvest Portfolios Group’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 		$235M Buy
629,985
+156,435
+33% +$63.3M 3.31% 5
2026
Q1 		$175M Buy
473,550
+142,967
+43% +$59.8M 2.89% 7
2025
Q4 		$160M Buy
330,583
+48,195
+17% +$24.2M 2.78% 7
2025
Q3 		$146M Buy
282,388
+38,938
+16% +$19.9M 2.7% 6
2025
Q2 		$121M Buy
243,450
+38,243
+19% +$16.6M 2.82% 6
2025
Q1 		$77M Buy
205,207
+47,292
+30% +$19.3M 2.28% 6
2024
Q4 		$66.6M Buy
157,915
+33,500
+27% +$14.3M 2.22% 7
2024
Q3 		$53.5M Buy
124,415
+31,878
+34% +$13.6M 1.78% 22
2024
Q2 		$41.4M Sell
92,537
-6,729
-7% -$2.84M 1.58% 26
2024
Q1 		$41.8M Buy
99,266
+4,306
+5% +$1.74M 1.63% 22
2023
Q4 		$35.7M Sell
94,960
-21,399
-18% -$7.62M 1.51% 25
2023
Q3 		$36.7M Buy
116,359
+3,833
+3% +$1.27M 1.73% 23
2023
Q2 		$38.3M Sell
112,526
-18,166
-14% -$5.69M 1.76% 23
2023
Q1 		$37.7M Buy
130,692
+11,888
+10% +$3.03M 1.85% 21
2022
Q4 		$28.5M Buy
+118,804
New +$28.5M 1.64% 22

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Portfolios Group's MSFT Position: Q2 2026 in Review

Harvest Portfolios Group increased its Microsoft (MSFT) stake by 33% in Q2 2026, buying an estimated $63.3M and bringing the position to 629,985 shares worth $235M. The position accounts for 3.31% of the portfolio, ranked #5.

Harvest Portfolios Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Harvest Portfolios Group held 629,985 shares of Microsoft worth $235M as of Q2 2026.
  • Harvest Portfolios Group bought 156,435 Microsoft shares in Q2 2026, an estimated $63.3M.
  • Microsoft made up 3.31% of Harvest Portfolios Group's portfolio in Q2 2026, its #5 holding.
  • Harvest Portfolios Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.