Heffernan Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
ATO
UBP
Heffernan Advisory's MSFT Position: Q2 2026 in Review
Heffernan Advisory increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $80.9K and bringing the position to 764 shares worth $285K. The position accounts for 0.24% of the portfolio, ranked #28.
Heffernan Advisory first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 2,488 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Heffernan Advisory held 764 shares of Microsoft worth $285K as of Q2 2026.
- Heffernan Advisory bought 200 Microsoft shares in Q2 2026, an estimated $80.9K.
- Microsoft made up 0.24% of Heffernan Advisory's portfolio in Q2 2026, its #28 holding.
- Heffernan Advisory first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- 2,488 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.