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Hoey Investments’s Microsoft MSFT Stock Holding History

Hoey Investments’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 		$39.8M Sell
106,736
-5,175
-5% -$2.09M 5.14% 4
2026
Q1 		$41.4M Sell
111,911
-9,254
-8% -$3.87M 5.97% 4
2025
Q4 		$58.6M Sell
121,165
-424
-0.3% -$212K 7.8% 4
2025
Q3 		$63M Buy
121,589
+760
+0.6% +$388K 8.38% 4
2025
Q2 		$60.1M Buy
120,829
+7,869
+7% +$3.42M 8.81% 4
2025
Q1 		$42.4M Sell
112,960
-21,559
-16% -$8.79M 8.28% 4
2024
Q4 		$56.7M Sell
134,519
-9,208
-6% -$3.92M 9.53% 4
2024
Q3 		$64.2M Hold
143,727
– – 12.02% 3
2024
Q2 		$64.2M Buy
143,727
+4,229
+3% +$1.79M 12.02% 3
2024
Q1 		$58.7M Buy
139,498
+5,421
+4% +$2.19M 12.86% 3
2023
Q4 		$50.4M Buy
134,077
+2,229
+2% +$793K 14.12% 3
2023
Q3 		$41.6M Buy
131,848
+1,774
+1% +$586K 13.8% 3
2023
Q2 		$44.3M Buy
130,074
+1,857
+1% +$582K 14.43% 3
2023
Q1 		$37M Sell
128,217
-1,436
-1% -$366K 14.43% 2
2022
Q4 		$31.1M Sell
129,653
-5,126
-4% -$1.23M 13.41% 2
2022
Q3 		$31.4M Buy
134,779
+2,750
+2% +$726K 12.33% 2
2022
Q2 		$33.9M Sell
132,029
-8,202
-6% -$2.23M 14.61% 2
2022
Q1 		$43.2M Buy
140,231
+7,532
+6% +$2.27M 11.72% 4
2021
Q4 		$44.6M Buy
132,699
+11,437
+9% +$3.71M 11.39% 4
2021
Q3 		$34.2M Buy
121,262
+1,275
+1% +$371K 10.21% 4
2021
Q2 		$32.5M Sell
119,987
-30,263
-20% -$7.69M 9.65% 4
2021
Q1 		$35.4M Buy
150,250
+1,576
+1% +$366K 11.92% 3
2020
Q4 		$33.1M Buy
148,674
+15,123
+11% +$3.25M 11.88% 3
2020
Q3 		$28.1M Buy
133,551
+13,163
+11% +$2.76M 11.34% 4
2020
Q2 		$24.5M Buy
120,388
+9,362
+8% +$1.7M 12.03% 3
2020
Q1 		$17.5M Buy
111,026
+54,588
+97% +$8.98M 12.3% 3
2019
Q4 		$8.9M Buy
+56,438
New +$8.29M 6.32% 3

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hoey Investments's MSFT Position: Q2 2026 in Review

Hoey Investments reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $2.09M and leaving 106,736 shares worth $39.8M. The position accounts for 5.14% of the portfolio, ranked #4.

Hoey Investments first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $64.2M in Q3 2024. 3,522 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hoey Investments held 106,736 shares of Microsoft worth $39.8M as of Q2 2026.
  • Hoey Investments sold 5,175 Microsoft shares in Q2 2026, an estimated $2.09M.
  • Microsoft made up 5.14% of Hoey Investments's portfolio in Q2 2026, its #4 holding.
  • Hoey Investments first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Hoey Investments's Microsoft position peaked at $64.2M in Q3 2024.
  • 3,522 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.