Hopwood Financial Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.37M Buy
6,366
+147
+2% +$59.5K 1.38% 15
2026
Q1
$2.3M Buy
6,219
+6
+0.1% +$2.51K 1.55% 14
2025
Q4
$3M Sell
6,213
-118
-2% -$59.1K 2.12% 12
2025
Q3
$3.28M Buy
6,331
+14
+0.2% +$7.14K 2.19% 12
2025
Q2
$3.14M Sell
6,317
-123
-2% -$53.4K 2.46% 10
2025
Q1
$2.42M Buy
6,440
+192
+3% +$78.3K 1.87% 12
2024
Q4
$2.63M Buy
+6,248
New +$2.66M 2% 13

Other funds holding MSFT

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

Hopwood Financial Services increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $59.5K and bringing the position to 6,366 shares worth $2.37M. The position accounts for 1.38% of the portfolio, ranked #15.

Hopwood Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hopwood Financial Services held 6,366 shares of Microsoft worth $2.37M as of Q2 2026.
  • Hopwood Financial Services bought 147 Microsoft shares in Q2 2026, an estimated $59.5K.
  • Microsoft made up 1.38% of Hopwood Financial Services's portfolio in Q2 2026, its #15 holding.
  • Hopwood Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's Microsoft position peaked at $3.28M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.