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HMV Wealth Advisors’s Microsoft MSFT Stock Holding History

HMV 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 		$1.03M Buy
2,760
+437
+19% +$177K 0.4% 37
2026
Q1 		$860K Buy
2,323
+99
+4% +$41.4K 0.4% 34
2025
Q4 		$1.08M Hold
2,224
– – 0.54% 30
2025
Q3 		$1.15M Sell
2,224
-188
-8% -$95.9K 0.63% 30
2025
Q2 		$1.2M Sell
2,412
-1,553
-39% -$674K 0.79% 29
2025
Q1 		$1.49M Sell
3,965
-634
-14% -$258K 1.18% 27
2024
Q4 		$1.94M Buy
+4,599
New +$1.96M 1.94% 18

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

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

HMV Wealth Advisors increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $177K and bringing the position to 2,760 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #37.

HMV Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HMV Wealth Advisors held 2,760 shares of Microsoft worth $1.03M as of Q2 2026.
  • HMV Wealth Advisors bought 437 Microsoft shares in Q2 2026, an estimated $177K.
  • Microsoft made up 0.4% of HMV Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • HMV Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Microsoft position peaked at $1.94M in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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