Hoge Financial Services’s Microsoft MSFT Stock Holding History

Hoge Financial Services’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	$2.62M	Sell	7,024 -98	-1%	-$39.7K	1.25%	15
2026 Q1	$2.64M	Buy	7,122 +1,448	+26%	+$606K	1.42%	13
2025 Q4	$2.74M	Buy	5,674 +39	+0.7%	+$19.5K	1.48%	13
2025 Q3	$2.92M	Buy	5,635 +264	+5%	+$135K	1.67%	10
2025 Q2	$2.67M	Sell	5,371 -483	-8%	-$210K	1.66%	12
2025 Q1	$2.2M	Buy	5,854 +1,025	+21%	+$418K	1.54%	14
2024 Q4	$2.04M	Buy	4,829 +1,208	+33%	+$515K	1.49%	15
2024 Q3	$1.56M	Buy	3,621 +304	+9%	+$130K	1.17%	15
2024 Q2	$1.48M	Buy	3,317 +860	+35%	+$363K	1.21%	14
2024 Q1	$1.03M	Buy	2,457 +374	+18%	+$151K	0.84%	16
2023 Q4	$783K	Buy	+2,083	New	+$741K	0.79%	17

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hoge Financial Services's MSFT Position: Q2 2026 in Review

Hoge Financial Services reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $39.7K and leaving 7,024 shares worth $2.62M. The position accounts for 1.25% of the portfolio, ranked #15.

Hoge Financial Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hoge Financial Services held 7,024 shares of Microsoft worth $2.62M as of Q2 2026.
Hoge Financial Services sold 98 Microsoft shares in Q2 2026, an estimated $39.7K.
Microsoft made up 1.25% of Hoge Financial Services's portfolio in Q2 2026, its #15 holding.
Hoge Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's Microsoft position peaked at $2.92M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.