HZ
MSFT icon

Hixon Zuercher’s Microsoft MSFT Stock Holding History

Hixon Zuercher’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 		$8.18M Buy
21,938
+4,558
+26% +$1.84M 2.4% 13
2026
Q1 		$6.43M Buy
17,380
+721
+4% +$302K 2% 17
2025
Q4 		$8.06M Sell
16,659
-2,492
-13% -$1.25M 2.44% 10
2025
Q3 		$9.92M Buy
19,151
+742
+4% +$379K 3.02% 3
2025
Q2 		$9.16M Buy
18,409
+2,114
+13% +$918K 2.96% 4
2025
Q1 		$6.12M Buy
16,295
+1,071
+7% +$437K 2.16% 14
2024
Q4 		$6.42M Buy
15,224
+37
+0.2% +$15.8K 2.47% 14
2024
Q3 		$6.54M Sell
15,187
-1,770
-10% -$757K 2.56% 11
2024
Q2 		$7.58M Sell
16,957
-4,011
-19% -$1.69M 3.19% 9
2024
Q1 		$8.82M Sell
20,968
-2,649
-11% -$1.07M 3.73% 3
2023
Q4 		$8.88M Buy
23,617
+588
+3% +$209K 4.12% 3
2023
Q3 		$7.27M Buy
23,029
+568
+3% +$188K 3.81% 4
2023
Q2 		$7.65M Buy
22,461
+183
+0.8% +$57.4K 3.85% 5
2023
Q1 		$6.42M Sell
22,278
-11,574
-34% -$2.95M 3.81% 5
2022
Q4 		$8.12M Buy
33,852
+779
+2% +$187K 5% 2
2022
Q3 		$7.7M Buy
33,073
+1,569
+5% +$414K 4.92% 2
2022
Q2 		$8.09M Buy
31,504
+349
+1% +$94.7K 5.24% 2
2022
Q1 		$9.61M Buy
31,155
+215
+0.7% +$64.7K 5.16% 2
2021
Q4 		$10.4M Buy
30,940
+332
+1% +$108K 5.23% 3
2021
Q3 		$8.63M Buy
30,608
+510
+2% +$148K 5.04% 2
2021
Q2 		$8.15M Sell
30,098
-818
-3% -$208K 4.91% 2
2021
Q1 		$7.29M Buy
30,916
+719
+2% +$167K 4.82% 2
2020
Q4 		$6.72M Sell
30,197
-15
-0% -$3.23K 4.68% 2
2020
Q3 		$6.36M Buy
30,212
+157
+0.5% +$33K 4.88% 2
2020
Q2 		$6.12M Buy
30,055
+1,775
+6% +$322K 5.26% 2
2020
Q1 		$4.46M Sell
28,280
-2,753
-9% -$453K 6.43% 2
2019
Q4 		$4.89M Buy
+31,033
New +$4.56M 4.66% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Hixon Zuercher's MSFT Position: Q2 2026 in Review

Hixon Zuercher increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $1.84M and bringing the position to 21,938 shares worth $8.18M. The position accounts for 2.4% of the portfolio, ranked #13.

Hixon Zuercher first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.4M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hixon Zuercher held 21,938 shares of Microsoft worth $8.18M as of Q2 2026.
  • Hixon Zuercher bought 4,558 Microsoft shares in Q2 2026, an estimated $1.84M.
  • Microsoft made up 2.4% of Hixon Zuercher's portfolio in Q2 2026, its #13 holding.
  • Hixon Zuercher first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's Microsoft position peaked at $10.4M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.