HBW Advisory Services
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HBW Advisory Services’s Microsoft MSFT Stock Holding History

HBW Advisory Services’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 		$13.1M Sell
25,548
-1,480
-5% -$684K 1.3% 13
2026
Q2 		$10.1M Buy
27,028
+457
+2% +$185K 0.91% 28
2026
Q1 		$9.8M Buy
26,571
+1,728
+7% +$723K 1.04% 20
2025
Q4 		$12M Sell
24,843
-618
-2% -$310K 1.31% 13
2025
Q3 		$13.2M Buy
25,461
+814
+3% +$415K 1.48% 12
2025
Q2 		$12.3M Buy
24,647
+1,949
+9% +$846K 1.51% 13
2025
Q1 		$8.52M Buy
22,698
+4
+0% +$1.63K 1.21% 15
2024
Q4 		$9.6M Buy
22,694
+800
+4% +$341K 0.98% 14
2024
Q3 		$9.42M Buy
21,894
+581
+3% +$248K 1.38% 12
2024
Q2 		$9.5M Sell
21,313
-753
-3% -$318K 1.58% 9
2024
Q1 		$8.3M Hold
22,066
– – 1.55% 7
2023
Q4 		$8.3M Buy
22,066
+16
+0.1% +$5.7K 1.55% 7
2023
Q3 		$6.96M Sell
22,050
-2,000
-8% -$661K 1.45% 10
2023
Q2 		$8.19M Sell
24,050
-80
-0.3% -$25.1K 1.78% 5
2023
Q1 		$6.96M Sell
24,130
-42
-0.2% -$10.7K 1.73% 4
2022
Q4 		$5.8M Sell
24,172
-1
-0% -$240 1.53% 7
2022
Q3 		$5.63M Buy
24,173
+76
+0.3% +$20.1K 1.57% 7
2022
Q2 		$6.19M Buy
24,097
+6,209
+35% +$1.69M 1.6% 7
2022
Q1 		$5.52M Sell
17,888
-8,533
-32% -$2.57M 1.94% 8
2021
Q4 		$8.89M Buy
26,421
+410
+2% +$133K 2.06% 5
2021
Q3 		$7.33M Sell
26,011
-2,203
-8% -$641K 1.9% 6
2021
Q2 		$7.64M Buy
28,214
+1,324
+5% +$337K 2.01% 5
2021
Q1 		$6.34M Buy
26,890
+1,464
+6% +$340K 1.69% 8
2020
Q4 		$5.66M Buy
25,426
+3,312
+15% +$712K 1.72% 8
2020
Q3 		$4.65M Buy
22,114
+1,037
+5% +$218K 1.91% 5
2020
Q2 		$4.29M Buy
21,077
+1,777
+9% +$323K 1.99% 8
2020
Q1 		$3.09M Buy
19,300
+1,017
+6% +$167K 2.24% 10
2019
Q4 		$2.9M Buy
18,283
+577
+3% +$84.8K 1.69% 14
2019
Q3 		$2.45M Buy
+17,706
New +$2.43M 2.34% 10

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Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

HBW Advisory Services's MSFT Position: Q3 2026 in Review

HBW Advisory Services reduced its Microsoft (MSFT) stake by 5.5% in Q3 2026, selling an estimated $684K and leaving 25,548 shares worth $13.1M. The position accounts for 1.3% of the portfolio, ranked #13.

HBW Advisory Services first reported a position in MSFT in Q3 2019 and has held it in 29 quarters since. The position peaked at $13.2M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • HBW Advisory Services held 25,548 shares of Microsoft worth $13.1M as of Q3 2026.
  • HBW Advisory Services sold 1,480 Microsoft shares in Q3 2026, an estimated $684K.
  • Microsoft made up 1.3% of HBW Advisory Services's portfolio in Q3 2026, its #13 holding.
  • HBW Advisory Services first reported a position in Microsoft in Q3 2019 and has held it in 29 quarters since.
  • HBW Advisory Services's Microsoft position peaked at $13.2M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.