Heritage Family Offices’s Microsoft MSFT Stock Holding History

Heritage Family Offices’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	$4.42M	Buy	11,842 +884	+8%	+$358K	1.71%	14
2026 Q1	$4.06M	Buy	10,958 +1,763	+19%	+$738K	1.8%	13
2025 Q4	$4.45M	Buy	9,195 +374	+4%	+$187K	2.02%	8
2025 Q3	$4.57M	Sell	8,821 -442	-5%	-$225K	2.13%	8
2025 Q2	$3.51M	Hold	9,263	–	–	1.77%	10
2025 Q1	$3.48M	Buy	9,263 +295	+3%	+$120K	1.78%	10
2024 Q4	$3.78M	Buy	8,968 +1,630	+22%	+$694K	1.89%	9
2024 Q3	$3.16M	Sell	7,338 -298	-4%	-$127K	1.63%	11
2024 Q2	$3.41M	Buy	+7,636	New	+$3.22M	1.89%	9

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Family Offices's MSFT Position: Q2 2026 in Review

Heritage Family Offices increased its Microsoft (MSFT) stake by 8.1% in Q2 2026, buying an estimated $358K and bringing the position to 11,842 shares worth $4.42M. The position accounts for 1.71% of the portfolio, ranked #14.

Heritage Family Offices first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.57M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Heritage Family Offices held 11,842 shares of Microsoft worth $4.42M as of Q2 2026.
Heritage Family Offices bought 884 Microsoft shares in Q2 2026, an estimated $358K.
Microsoft made up 1.71% of Heritage Family Offices's portfolio in Q2 2026, its #14 holding.
Heritage Family Offices first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Microsoft position peaked at $4.57M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.