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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Portfolios Group's MSFT Position: Q1 2026 in Review

Harvest Portfolios Group increased its Microsoft (MSFT) stake by 43% in Q1 2026, buying an estimated $59.8M and bringing the position to 473,550 shares worth $175M. The position accounts for 2.89% of the portfolio, ranked #7.

Harvest Portfolios Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Harvest Portfolios Group held 473,550 shares of Microsoft worth $175M as of Q1 2026.
  • Harvest Portfolios Group bought 142,967 Microsoft shares in Q1 2026, an estimated $59.8M.
  • Microsoft made up 2.89% of Harvest Portfolios Group's portfolio in Q1 2026, its #7 holding.
  • Harvest Portfolios Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.