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Heck Capital Advisors’s Microsoft MSFT Stock Holding History

Heck Capital 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 		$13.4M Buy
35,800
+22,229
+164% +$8.99M 0.8% 31
2026
Q1 		$5.02M Buy
13,571
+7,910
+140% +$3.31M 0.37% 52
2025
Q4 		$2.74M Sell
5,661
-380
-6% -$190K 0.2% 68
2025
Q3 		$3.13M Buy
6,041
+245
+4% +$125K 0.24% 63
2025
Q2 		$2.88M Buy
5,796
+348
+6% +$151K 0.25% 61
2025
Q1 		$2.05M Buy
5,448
+2,096
+63% +$855K 0.23% 70
2024
Q4 		$1.41M Sell
3,352
-4
-0.1% -$1.7K 0.16% 72
2024
Q3 		$1.44M Sell
3,356
-93
-3% -$39.8K 0.17% 72
2024
Q2 		$1.54M Buy
3,449
+5
+0.1% +$2.11K 0.19% 70
2024
Q1 		$1.45M Buy
3,444
+40
+1% +$16.2K 0.22% 65
2023
Q4 		$1.28M Sell
3,404
-309
-8% -$110K 0.21% 68
2023
Q3 		$1.17M Buy
3,713
+53
+1% +$17.5K 0.22% 71
2023
Q2 		$1.25M Sell
3,660
-84
-2% -$26.3K 0.21% 63
2023
Q1 		$1.08M Buy
3,744
+127
+4% +$32.4K 0.21% 60
2022
Q4 		$867K Buy
3,617
+47
+1% +$11.3K 0.17% 68
2022
Q3 		$831K Buy
3,570
+60
+2% +$15.8K 0.17% 70
2022
Q2 		$901K Sell
3,510
-429
-11% -$116K 0.18% 69
2022
Q1 		$1.21M Sell
3,939
-33
-0.8% -$9.93K 0.22% 65
2021
Q4 		$1.34M Sell
3,972
-286
-7% -$92.7K 0.24% 55
2021
Q3 		$1.2M Sell
4,258
-72
-2% -$20.9K 0.24% 56
2021
Q2 		$1.17M Buy
4,330
+62
+1% +$15.8K 0.23% 58
2021
Q1 		$1.01M Sell
4,268
-110
-3% -$25.5K 0.22% 56
2020
Q4 		$974K Sell
4,378
-11
-0.3% -$2.37K 0.24% 50
2020
Q3 		$923K Buy
4,389
+335
+8% +$70.4K 0.26% 40
2020
Q2 		$825K Buy
4,054
+1,073
+36% +$195K 0.17% 43
2020
Q1 		$470K Buy
2,981
+1,707
+134% +$281K 0.14% 43
2019
Q4 		$201K Buy
+1,274
New +$187K 0.05% 89

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Heck Capital Advisors's MSFT Position: Q2 2026 in Review

Heck Capital Advisors increased its Microsoft (MSFT) stake by 164% in Q2 2026, buying an estimated $8.99M and bringing the position to 35,800 shares worth $13.4M. The position accounts for 0.8% of the portfolio, ranked #31.

Heck Capital Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Heck Capital Advisors held 35,800 shares of Microsoft worth $13.4M as of Q2 2026.
  • Heck Capital Advisors bought 22,229 Microsoft shares in Q2 2026, an estimated $8.99M.
  • Microsoft made up 0.8% of Heck Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Heck Capital Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.