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HFG Advisors’s Microsoft MSFT Stock Holding History

HFG 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 		$1.12M Sell
3,012
-899
-23% -$364K 0.7% 38
2026
Q1 		$1.45M Buy
3,911
+1,322
+51% +$553K 1.02% 27
2025
Q4 		$1.25M Buy
2,589
+881
+52% +$441K 0.91% 31
2025
Q3 		$885K Buy
1,708
+50
+3% +$25.5K 0.65% 44
2025
Q2 		$825K Sell
1,658
-15
-0.9% -$6.51K 0.65% 44
2025
Q1 		$628K Sell
1,673
-1,322
-44% -$539K 0.54% 47
2024
Q4 		$1.26M Buy
2,995
+81
+3% +$34.5K 1.1% 27
2024
Q3 		$1.25M Hold
2,914
– – 1.11% 23
2024
Q2 		$1.3M Sell
2,914
-451
-13% -$190K 1.22% 24
2024
Q1 		$1.42M Sell
3,365
-816
-20% -$330K 1.26% 23
2023
Q4 		$1.57M Sell
4,181
-12
-0.3% -$4.27K 1.51% 16
2023
Q3 		$1.32M Buy
4,193
+823
+24% +$272K 1.45% 20
2023
Q2 		$1.15M Buy
3,370
+586
+21% +$184K 1.21% 25
2023
Q1 		$803K Sell
2,784
-33
-1% -$8.42K 0.91% 31
2022
Q4 		$676K Hold
2,817
– – 0.79% 34
2022
Q3 		$656K Buy
2,817
+314
+13% +$82.9K 0.91% 32
2022
Q2 		$643K Buy
2,503
+1,312
+110% +$356K 0.87% 35
2022
Q1 		$367K Hold
1,191
– – 0.42% 45
2021
Q4 		$401K Buy
+1,191
New +$386K 0.45% 47

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

HFG Advisors's MSFT Position: Q2 2026 in Review

HFG Advisors reduced its Microsoft (MSFT) stake by 23% in Q2 2026, selling an estimated $364K and leaving 3,012 shares worth $1.12M. The position accounts for 0.7% of the portfolio, ranked #38.

HFG Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2023. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HFG Advisors held 3,012 shares of Microsoft worth $1.12M as of Q2 2026.
  • HFG Advisors sold 899 Microsoft shares in Q2 2026, an estimated $364K.
  • Microsoft made up 0.7% of HFG Advisors's portfolio in Q2 2026, its #38 holding.
  • HFG Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • HFG Advisors's Microsoft position peaked at $1.57M in Q4 2023.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.