Hidden Cove Wealth Management
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Hidden Cove Wealth Management’s Microsoft MSFT Stock Holding History

Hidden Cove 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
Q3 		$5.16M Buy
10,058
+110
+1% +$50.9K 2.76% 9
2026
Q2 		$3.71M Buy
9,948
+959
+11% +$388K 2.04% 13
2026
Q1 		$3.33M Sell
8,989
-174
-2% -$72.8K 2.14% 14
2025
Q4 		$4.43M Buy
9,163
+423
+5% +$212K 2.87% 9
2025
Q3 		$4.53M Buy
8,740
+538
+7% +$274K 2.99% 9
2025
Q2 		$4.08M Buy
8,202
+322
+4% +$140K 2.96% 8
2025
Q1 		$2.96M Buy
7,880
+1,454
+23% +$593K 2.34% 11
2024
Q4 		$2.71M Buy
+6,426
New +$2.74M 2.2% 13

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Hidden Cove Wealth Management's MSFT Position: Q3 2026 in Review

Hidden Cove Wealth Management increased its Microsoft (MSFT) stake by 1.1% in Q3 2026, buying an estimated $50.9K and bringing the position to 10,058 shares worth $5.16M. The position accounts for 2.76% of the portfolio, ranked #9.

Hidden Cove Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Hidden Cove Wealth Management held 10,058 shares of Microsoft worth $5.16M as of Q3 2026.
  • Hidden Cove Wealth Management bought 110 Microsoft shares in Q3 2026, an estimated $50.9K.
  • Microsoft made up 2.76% of Hidden Cove Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Hidden Cove Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.