Hillcrest Wealth Advisors’s Microsoft MSFT Stock Holding History

Hillcrest Wealth 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	$551K	Buy	1,478 +750	+103%	+$303K	0.2%	39
2026 Q1	$269K	Hold	728	–	–	0.11%	45
2025 Q4	$352K	Hold	728	–	–	0.15%	43
2025 Q3	$377K	Hold	728	–	–	0.17%	39
2025 Q2	$362K	Hold	728	–	–	0.17%	37
2025 Q1	$273K	Hold	728	–	–	0.14%	44
2024 Q4	$307K	Hold	728	–	–	0.15%	43
2024 Q3	$313K	Hold	728	–	–	0.16%	40
2024 Q2	$325K	Sell	728 -76	-9%	-$32.1K	0.18%	38
2024 Q1	$338K	Sell	804 -16	-2%	-$6.48K	0.18%	37
2023 Q4	$308K	Buy	820 +1	+0.1%	+$356	0.17%	40
2023 Q3	$259K	Hold	819	–	–	0.15%	43
2023 Q2	$279K	Sell	819 -40	-5%	-$12.5K	0.16%	40
2023 Q1	$248K	Buy	859 +1	+0.1%	+$255	0.15%	43
2022 Q4	$206K	Hold	858	–	–	0.12%	48
2022 Q3	$200K	Hold	858	–	–	0.13%	50
2022 Q2	$220K	Hold	858	–	–	0.13%	49
2022 Q1	$265K	Hold	858	–	–	0.15%	43
2021 Q4	$289K	Hold	858	–	–	0.16%	44
2021 Q3	$242K	Sell	858 -63	-7%	-$18.3K	0.14%	49
2021 Q2	$249K	Buy	+921	New	+$234K	0.15%	47

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 $3.37T AUM 44.26% 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

Hillcrest Wealth Advisors's MSFT Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its Microsoft (MSFT) stake by 103% in Q2 2026, buying an estimated $303K and bringing the position to 1,478 shares worth $551K. The position accounts for 0.2% of the portfolio, ranked #39.

Hillcrest Wealth Advisors first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hillcrest Wealth Advisors held 1,478 shares of Microsoft worth $551K as of Q2 2026.
Hillcrest Wealth Advisors bought 750 Microsoft shares in Q2 2026, an estimated $303K.
Microsoft made up 0.2% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Hillcrest Wealth Advisors first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.