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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillcrest Wealth Advisors's MSFT Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 728 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #45.

Hillcrest Wealth Advisors first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $377K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Hillcrest Wealth Advisors held 728 shares of Microsoft worth $269K as of Q1 2026.
Hillcrest Wealth Advisors left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.11% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Hillcrest Wealth Advisors first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
Hillcrest Wealth Advisors's Microsoft position peaked at $377K in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.