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Hoese & Co’s Microsoft MSFT Stock Holding History

Hoese & Co’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 		$812K Buy
2,176
+845
+63% +$342K 0.53% 22
2026
Q1 		$493K Buy
1,331
+100
+8% +$41.8K 0.37% 23
2025
Q4 		$595K Buy
1,231
+300
+32% +$150K 0.42% 21
2025
Q3 		$482K Hold
931
– – 0.37% 22
2025
Q2 		$463K Buy
931
+64
+7% +$27.8K 0.37% 20
2025
Q1 		$325K Sell
867
-328
-27% -$134K 0.28% 21
2024
Q4 		$504K Sell
1,195
-297
-20% -$127K 0.44% 19
2024
Q3 		$642K Buy
1,492
+352
+31% +$150K 0.54% 21
2024
Q2 		$473K Buy
1,140
+31
+3% +$13.1K 0.41% 20
2024
Q1 		$459K Sell
1,109
-160
-13% -$64.8K 0.42% 22
2023
Q4 		$481K Hold
1,269
– – 0.47% 21
2023
Q3 		$401K Sell
1,269
-370
-23% -$122K 0.41% 24
2023
Q2 		$558K Sell
1,639
-108
-6% -$33.8K 0.52% 24
2023
Q1 		$436K Hold
1,747
– – 0.49% 24
2022
Q4 		$446K Sell
1,747
-48
-3% -$11.5K 0.47% 26
2022
Q3 		$418K Buy
1,795
+75
+4% +$19.8K 0.49% 25
2022
Q2 		$442K Sell
1,720
-120
-7% -$32.6K 0.5% 29
2022
Q1 		$567K Sell
1,840
-362
-16% -$109K 0.59% 25
2021
Q4 		$740K Sell
2,202
-29
-1% -$9.4K 0.74% 24
2021
Q3 		$629K Hold
2,231
– – 0.68% 25
2021
Q2 		$604K Buy
2,231
+52
+2% +$13.2K 0.68% 27
2021
Q1 		$514K Buy
+2,179
New +$506K 0.63% 28

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

Hoese & Co's MSFT Position: Q2 2026 in Review

Hoese & Co increased its Microsoft (MSFT) stake by 63% in Q2 2026, buying an estimated $342K and bringing the position to 2,176 shares worth $812K. The position accounts for 0.53% of the portfolio, ranked #22.

Hoese & Co first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hoese & Co held 2,176 shares of Microsoft worth $812K as of Q2 2026.
  • Hoese & Co bought 845 Microsoft shares in Q2 2026, an estimated $342K.
  • Microsoft made up 0.53% of Hoese & Co's portfolio in Q2 2026, its #22 holding.
  • Hoese & Co first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.