HF Advisory Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.43M Buy
17,237
+743
+5% +$301K 1.99% 5
2026
Q1
$6.11M Buy
16,494
+3,452
+26% +$1.44M 2.08% 5
2025
Q4
$6.31M Buy
13,042
+243
+2% +$122K 2.2% 4
2025
Q3
$6.63M Sell
12,799
-1,210
-9% -$617K 2.43% 2
2025
Q2
$6.97M Buy
14,009
+1,252
+10% +$544K 2.75% 2
2025
Q1
$4.79M Buy
12,757
+735
+6% +$300K 2.09% 5
2024
Q4
$5.07M Buy
12,022
+135
+1% +$57.5K 2.33% 3
2024
Q3
$5.11M Buy
11,887
+1,245
+12% +$532K 2.38% 2
2024
Q2
$4.76M Buy
10,642
+296
+3% +$125K 2.46% 3
2024
Q1
$4.35M Sell
10,346
-309
-3% -$125K 2.43% 4
2023
Q4
$4.01M Buy
10,655
+1,458
+16% +$519K 2.56% 3
2023
Q3
$2.95M Sell
9,197
-291
-3% -$96.2K 2.19% 5
2023
Q2
$3.23M Sell
9,488
-3,052
-24% -$957K 2.55% 3
2023
Q1
$3.62M Buy
12,540
+704
+6% +$180K 3.21% 3
2022
Q4
$2.84M Buy
+11,836
New +$2.84M 2.87% 3

Other funds holding MSFT

HF Advisory Group's MSFT Position: Q2 2026 in Review

HF Advisory Group increased its Microsoft (MSFT) stake by 4.5% in Q2 2026, buying an estimated $301K and bringing the position to 17,237 shares worth $6.43M. The position accounts for 1.99% of the portfolio, ranked #5.

HF Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.97M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HF Advisory Group held 17,237 shares of Microsoft worth $6.43M as of Q2 2026.
  • HF Advisory Group bought 743 Microsoft shares in Q2 2026, an estimated $301K.
  • Microsoft made up 1.99% of HF Advisory Group's portfolio in Q2 2026, its #5 holding.
  • HF Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Microsoft position peaked at $6.97M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.