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Hershey Financial Advisers’s Microsoft MSFT Stock Holding History

Hershey Financial Advisers’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 		– Sell
-736
Closed -$272K – 101
2026
Q1 		$272K Sell
736
-261
-26% -$109K 0.24% 75
2025
Q4 		$482K Sell
997
-13
-1% -$6.51K 0.41% 69
2025
Q3 		$523K Buy
1,010
+148
+17% +$75.5K 0.45% 60
2025
Q2 		$429K Buy
+862
New +$374K 0.38% 63
2024
Q2 		$1.34K Buy
+3
New +$1.27K ﹤0.01% 143

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

Hershey Financial Advisers's MSFT Position: Q2 2026 in Review

Hershey Financial Advisers sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 736 shares — an estimated $272K sold.

Hershey Financial Advisers first reported a position in MSFT in Q2 2024 and held it in 5 quarters. The position peaked at $523K in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hershey Financial Advisers reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 736 Microsoft shares in Q2 2026, an estimated $272K.
  • Hershey Financial Advisers first reported a position in Microsoft in Q2 2024 and held it in 5 quarters.
  • Hershey Financial Advisers's Microsoft position peaked at $523K in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.