Horizon Financial Services’s Microsoft MSFT Stock Holding History

Horizon 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 Q3	$2.49M	Buy	4,853 +493	+11%	+$228K	0.94%	29
2026 Q2	$1.63M	Buy	4,360 +638	+17%	+$258K	0.62%	33
2026 Q1	$1.38M	Buy	3,722 +1,528	+70%	+$639K	0.61%	33
2025 Q4	$1.06M	Sell	2,194 -44	-2%	-$22K	0.48%	35
2025 Q3	$1.16M	Buy	2,238 +1,850	+477%	+$944K	0.55%	34
2025 Q2	$193K	Buy	388 +180	+87%	+$78.2K	0.1%	54
2025 Q1	$78.1K	Buy	208 +44	+27%	+$17.9K	0.04%	66
2024 Q4	$69.1K	Sell	164 -26	-14%	-$11.1K	0.04%	74
2024 Q3	$81.8K	Hold	190	–	–	0.05%	71
2024 Q2	$84.9K	Hold	190	–	–	0.05%	69
2024 Q1	$79.9K	Buy	+190	New	+$76.9K	0.05%	67

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Horizon Financial Services's MSFT Position: Q3 2026 in Review

Horizon Financial Services increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $228K and bringing the position to 4,853 shares worth $2.49M. The position accounts for 0.94% of the portfolio, ranked #29.

Horizon Financial Services first reported a position in MSFT in Q1 2024 and has held it in 11 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Horizon Financial Services held 4,853 shares of Microsoft worth $2.49M as of Q3 2026.
Horizon Financial Services bought 493 Microsoft shares in Q3 2026, an estimated $228K.
Microsoft made up 0.94% of Horizon Financial Services's portfolio in Q3 2026, its #29 holding.
Horizon Financial Services first reported a position in Microsoft in Q1 2024 and has held it in 11 quarters since.
3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.