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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HFG Advisors's MSFT Position: Q1 2026 in Review

HFG Advisors increased its Microsoft (MSFT) stake by 51% in Q1 2026, buying an estimated $553K and bringing the position to 3,911 shares worth $1.45M. The position accounts for 1.02% of the portfolio, ranked #27.

HFG Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • HFG Advisors held 3,911 shares of Microsoft worth $1.45M as of Q1 2026.
  • HFG Advisors bought 1,322 Microsoft shares in Q1 2026, an estimated $553K.
  • Microsoft made up 1.02% of HFG Advisors's portfolio in Q1 2026, its #27 holding.
  • HFG Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • HFG Advisors's Microsoft position peaked at $1.57M in Q4 2023.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.