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 Q3	$582K	Sell	1,135 -343	-23%	-$159K	0.21%	39
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Hillcrest Wealth Advisors's MSFT Position: Q3 2026 in Review

Hillcrest Wealth Advisors reduced its Microsoft (MSFT) stake by 23% in Q3 2026, selling an estimated $159K and leaving 1,135 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #39.

Hillcrest Wealth Advisors first reported a position in MSFT in Q2 2021 and has held it in 22 quarters since. 2,202 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Hillcrest Wealth Advisors held 1,135 shares of Microsoft worth $582K as of Q3 2026.
Hillcrest Wealth Advisors sold 343 Microsoft shares in Q3 2026, an estimated $159K.
Microsoft made up 0.21% of Hillcrest Wealth Advisors's portfolio in Q3 2026, its #39 holding.
Hillcrest Wealth Advisors first reported a position in Microsoft in Q2 2021 and has held it in 22 quarters since.
2,202 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.