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HC Advisors’s Microsoft MSFT Stock Holding History

HC 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
2026
Q2 		$207K Sell
555
-13
-2% -$5.26K 0.13% 60
2026
Q1 		$210K Sell
568
-73
-11% -$30.5K 0.14% 57
2025
Q4 		$310K Sell
641
-5
-0.8% -$2.51K 0.21% 44
2025
Q3 		$335K Hold
646
– – 0.24% 41
2025
Q2 		$322K Sell
646
-227
-26% -$98.6K 0.23% 43
2025
Q1 		$328K Sell
873
-212
-20% -$86.4K 0.25% 40
2024
Q4 		$457K Buy
+1,085
New +$462K 0.37% 33
2024
Q2 		– Sell
-1,802
Closed -$758K – 68
2024
Q1 		$758K Sell
1,802
-3
-0.2% -$1.21K 0.36% 48
2023
Q4 		$679K Buy
1,805
+5
+0.3% +$1.78K 0.38% 46
2023
Q3 		$568K Sell
1,800
-195
-10% -$64.4K 0.34% 50
2023
Q2 		$680K Sell
1,995
-16
-0.8% -$5.01K 0.39% 42
2023
Q1 		$580K Buy
2,011
+24
+1% +$6.12K 0.36% 45
2022
Q4 		$477K Sell
1,987
-661
-25% -$159K 0.33% 49
2022
Q3 		$617K Hold
2,648
– – 0.42% 44
2022
Q2 		$680K Buy
2,648
+639
+32% +$173K 0.48% 41
2022
Q1 		$619K Buy
2,009
+5
+0.2% +$1.5K 0.39% 42
2021
Q4 		$674K Sell
2,004
-187
-9% -$60.6K 0.41% 38
2021
Q3 		$618K Buy
2,191
+9
+0.4% +$2.62K 0.41% 37
2021
Q2 		$591K Buy
2,182
+1
+0% +$254 0.36% 41
2021
Q1 		$514K Buy
2,181
+173
+9% +$40.1K 0.33% 42
2020
Q4 		$447K Hold
2,008
– – 0.31% 46
2020
Q3 		$422K Sell
2,008
-50
-2% -$10.5K 0.34% 40
2020
Q2 		$419K Sell
2,058
-8,458
-80% -$1.54M 0.35% 50
2020
Q1 		$1.66M Buy
10,516
+9,062
+623% +$1.49M 7.23% 3
2019
Q4 		$229K Buy
+1,454
New +$214K 0.24% 42

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

HC Advisors's MSFT Position: Q2 2026 in Review

HC Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $5.26K and leaving 555 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #60.

HC Advisors first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2020. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HC Advisors held 555 shares of Microsoft worth $207K as of Q2 2026.
  • HC Advisors sold 13 Microsoft shares in Q2 2026, an estimated $5.26K.
  • Microsoft made up 0.13% of HC Advisors's portfolio in Q2 2026, its #60 holding.
  • HC Advisors first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's Microsoft position peaked at $1.66M in Q1 2020.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.