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Horizon Family Wealth’s Microsoft MSFT Stock Holding History

Horizon Family Wealth’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 		$1.09M Buy
2,927
+1,207
+70% +$488K 0.5% 45
2026
Q1 		$637K Sell
1,720
-179
-9% -$74.9K 0.34% 50
2025
Q4 		$918K Buy
1,899
+4
+0.2% +$2K 0.49% 39
2025
Q3 		$981K Sell
1,895
-95
-5% -$48.5K 0.56% 32
2025
Q2 		$990K Buy
1,990
+6
+0.3% +$2.61K 0.6% 31
2025
Q1 		$745K Sell
1,984
-131
-6% -$53.4K 0.5% 31
2024
Q4 		$892K Sell
2,115
-57
-3% -$24.3K 0.59% 32
2024
Q3 		$935K Sell
2,172
-2
-0.1% -$855 0.67% 25
2024
Q2 		$972K Sell
2,174
-40
-2% -$16.9K 0.74% 25
2024
Q1 		$932K Buy
2,214
+3
+0.1% +$1.21K 0.72% 25
2023
Q4 		$831K Buy
2,211
+5
+0.2% +$1.78K 0.7% 24
2023
Q3 		$697K Buy
2,206
+4
+0.2% +$1.32K 0.67% 24
2023
Q2 		$750K Sell
2,202
-233
-10% -$73K 0.72% 23
2023
Q1 		$702K Buy
2,435
+27
+1% +$6.89K 0.74% 23
2022
Q4 		$578K Buy
2,408
+10
+0.4% +$2.4K 0.67% 27
2022
Q3 		$559K Buy
2,398
+16
+0.7% +$4.22K 0.68% 30
2022
Q2 		$612K Sell
2,382
-45
-2% -$12.2K 0.71% 30
2022
Q1 		$748K Sell
2,427
-13
-0.5% -$3.91K 0.74% 31
2021
Q4 		$821K Buy
+2,440
New +$791K 0.84% 30

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Horizon Family Wealth's MSFT Position: Q2 2026 in Review

Horizon Family Wealth increased its Microsoft (MSFT) stake by 70% in Q2 2026, buying an estimated $488K and bringing the position to 2,927 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #45.

Horizon Family Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Horizon Family Wealth held 2,927 shares of Microsoft worth $1.09M as of Q2 2026.
  • Horizon Family Wealth bought 1,207 Microsoft shares in Q2 2026, an estimated $488K.
  • Microsoft made up 0.5% of Horizon Family Wealth's portfolio in Q2 2026, its #45 holding.
  • Horizon Family Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.