HFR Wealth Management’s Microsoft MSFT Stock Holding History

HFR Wealth Management’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	$203K	Buy	+544	New	+$220K	0.05%	53
2024 Q4	–	Sell	-476	Closed	-$205K	–	55
2024 Q3	$205K	Hold	476	–	–	0.05%	53
2024 Q2	$213K	Sell	476 -12	-2%	-$5.07K	0.05%	51
2024 Q1	$205K	Buy	+488	New	+$198K	0.05%	55
2022 Q3	–	Sell	-836	Closed	-$215K	–	58
2022 Q2	$215K	Sell	836 -34	-4%	-$9.23K	0.06%	58
2022 Q1	$268K	Hold	870	–	–	0.07%	51
2021 Q4	$293K	Sell	870 -119	-12%	-$38.6K	0.07%	51
2021 Q3	$279K	Sell	989 -180	-15%	-$52.4K	0.08%	51
2021 Q2	$317K	Buy	+1,169	New	+$297K	0.1%	51

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 $3.38T AUM 44.17% 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

HFR Wealth Management's MSFT Position: Q2 2026 in Review

HFR Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 544 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #53 among its holdings. This is a return to the name: HFR Wealth Management previously reported a position in MSFT as recently as Q3 2024.

HFR Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 9 quarters since. The position peaked at $317K in Q2 2021. 6,247 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

HFR Wealth Management held 544 shares of Microsoft worth $203K as of Q2 2026.
Microsoft was a new HFR Wealth Management position in Q2 2026.
Microsoft made up 0.05% of HFR Wealth Management's portfolio in Q2 2026, its #53 holding.
HFR Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 9 quarters since.
HFR Wealth Management's Microsoft position peaked at $317K in Q2 2021.
6,247 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.