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Holcombe Financial’s Microsoft MSFT Stock Holding History

Holcombe Financial’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 		$422K Buy
1,131
+416
+58% +$168K 0.24% 40
2026
Q1 		$265K Buy
715
+23
+3% +$9.62K 0.16% 44
2025
Q4 		$335K Buy
692
+36
+5% +$18K 0.21% 42
2025
Q3 		$340K Hold
656
– – 0.24% 34
2025
Q2 		$326K Buy
656
+42
+7% +$18.2K 0.25% 32
2025
Q1 		$230K Hold
614
– – 0.19% 36
2024
Q4 		$259K Buy
+614
New +$262K 0.21% 31

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 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Holcombe Financial's MSFT Position: Q2 2026 in Review

Holcombe Financial increased its Microsoft (MSFT) stake by 58% in Q2 2026, buying an estimated $168K and bringing the position to 1,131 shares worth $422K. The position accounts for 0.24% of the portfolio, ranked #40.

Holcombe Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,620 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Holcombe Financial held 1,131 shares of Microsoft worth $422K as of Q2 2026.
  • Holcombe Financial bought 416 Microsoft shares in Q2 2026, an estimated $168K.
  • Microsoft made up 0.24% of Holcombe Financial's portfolio in Q2 2026, its #40 holding.
  • Holcombe Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 3,620 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.