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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
2022
Q3 		– Hold
0
– -$437K – 329
2022
Q2 		– Hold
0
– – – 49

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. 3,573 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.
  • 3,573 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.