HWA
MSFT icon

Hilltop Wealth Advisors’s Microsoft MSFT Stock Holding History

Hilltop 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 		$2.01M Sell
5,442
-4,526
-45% -$1.89M 1.21% 21
2025
Q4 		$4.82M Buy
9,968
+253
+3% +$127K 2.42% 9
2025
Q3 		$5.03M Buy
9,715
+4,109
+73% +$2.1M 2.62% 7
2025
Q2 		$2.79M Buy
5,606
+317
+6% +$138K 1.57% 17
2025
Q1 		$1.99M Buy
5,289
+209
+4% +$85.2K 1.12% 20
2024
Q4 		$2.14M Sell
5,080
-334
-6% -$142K 1.08% 18
2024
Q3 		$2.33M Buy
5,414
+3,486
+181% +$1.49M 1.09% 21
2024
Q2 		$862K Buy
1,928
+527
+38% +$223K 0.43% 27
2024
Q1 		$590K Sell
1,401
-250
-15% -$101K 0.3% 32
2023
Q4 		$621K Sell
1,651
-87
-5% -$31K 0.35% 27
2023
Q3 		$549K Buy
1,738
+127
+8% +$42K 0.42% 24
2023
Q2 		$549K Sell
1,611
-3
-0.2% -$940 0.4% 25
2023
Q1 		$465K Buy
1,614
+100
+7% +$25.5K 0.37% 27
2022
Q4 		$363K Hold
1,514
– – 0.31% 30
2022
Q3 		$353K Hold
1,514
– – 0.36% 28
2022
Q2 		$389K Hold
1,514
– – 0.38% 19
2022
Q1 		$467K Hold
1,514
– – 0.4% 19
2021
Q4 		$509K Hold
1,514
– – 0.35% 22
2021
Q3 		$427K Hold
1,514
– – 0.3% 23
2021
Q2 		$410K Hold
1,514
– – 0.29% 22
2021
Q1 		$357K Hold
1,514
– – 0.27% 23
2020
Q4 		$337K Hold
1,514
– – 0.3% 24
2020
Q3 		$318K Hold
1,514
– – 0.32% 21
2020
Q2 		$308K Hold
1,514
– – 0.34% 20
2020
Q1 		$239K Sell
1,514
-200
-12% -$32.9K 0.29% 22
2019
Q4 		$270K Buy
+1,714
New +$252K 0.28% 26

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hilltop Wealth Advisors reduced its Microsoft (MSFT) stake by 45% in Q1 2026, selling an estimated $1.89M and leaving 5,442 shares worth $2.01M. The position accounts for 1.21% of the portfolio, ranked #21.

Hilltop Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.03M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hilltop Wealth Advisors held 5,442 shares of Microsoft worth $2.01M as of Q1 2026.
  • Hilltop Wealth Advisors sold 4,526 Microsoft shares in Q1 2026, an estimated $1.89M.
  • Microsoft made up 1.21% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Hilltop Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's Microsoft position peaked at $5.03M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.