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Horst & Graben Wealth Management’s Microsoft MSFT Stock Holding History

Horst & Graben Wealth Management’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 		$3.15M Buy
8,185
+317
+4% +$128K 0.41% 42
2026
Q1 		$3.34M Buy
7,868
+1,103
+16% +$462K 0.46% 42
2025
Q4 		$3.27M Sell
6,765
-102
-1% -$51.1K 0.49% 37
2025
Q3 		$3.56M Buy
6,867
+140
+2% +$71.4K 0.54% 37
2025
Q2 		$3.35M Buy
6,727
+166
+3% +$72.1K 0.55% 37
2025
Q1 		$2.46M Buy
6,561
+317
+5% +$129K 0.44% 39
2024
Q4 		$2.63M Buy
6,244
+121
+2% +$51.5K 0.47% 36
2024
Q3 		$2.63M Buy
6,123
+102
+2% +$43.6K 0.47% 34
2024
Q2 		$2.69M Sell
6,021
-123
-2% -$51.9K 0.51% 34
2024
Q1 		$2.58M Buy
6,144
+1,824
+42% +$738K 0.53% 32
2023
Q4 		$1.62M Sell
4,320
-17
-0.4% -$6.05K 0.36% 39
2023
Q3 		$1.37M Buy
4,337
+179
+4% +$59.1K 0.34% 36
2023
Q2 		$1.42M Buy
4,158
+24
+0.6% +$7.52K 0.34% 33
2023
Q1 		$1.19M Buy
4,134
+506
+14% +$129K 0.3% 39
2022
Q4 		$870K Buy
3,628
+7
+0.2% +$1.68K 0.23% 53
2022
Q3 		$843K Buy
3,621
+55
+2% +$14.5K 0.24% 51
2022
Q2 		$916K Buy
3,566
+487
+16% +$132K 0.25% 52
2022
Q1 		$949K Buy
3,079
+106
+4% +$31.9K 0.23% 51
2021
Q4 		$1M Sell
2,973
-65
-2% -$21.1K 0.25% 52
2021
Q3 		$856K Buy
3,038
+83
+3% +$24.1K 0.24% 52
2021
Q2 		$801K Buy
2,955
+85
+3% +$21.6K 0.22% 56
2021
Q1 		$677K Buy
2,870
+203
+8% +$47.1K 0.21% 65
2020
Q4 		$593K Buy
2,667
+2
+0.1% +$430 0.2% 58
2020
Q3 		$560K Buy
2,665
+5
+0.2% +$1.05K 0.22% 55
2020
Q2 		$541K Buy
2,660
+3
+0.1% +$545 0.24% 52
2020
Q1 		$419K Buy
+2,657
New +$437K 0.22% 50

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

Horst & Graben Wealth Management's MSFT Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $128K and bringing the position to 8,185 shares worth $3.15M. The position accounts for 0.41% of the portfolio, ranked #42.

Horst & Graben Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.56M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Horst & Graben Wealth Management held 8,185 shares of Microsoft worth $3.15M as of Q2 2026.
  • Horst & Graben Wealth Management bought 317 Microsoft shares in Q2 2026, an estimated $128K.
  • Microsoft made up 0.41% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Horst & Graben Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's Microsoft position peaked at $3.56M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.