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Howard Financial Services’s Microsoft MSFT Stock Holding History

Howard 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
Q2 		$9.42M Sell
25,262
-463
-2% -$187K 0.94% 25
2026
Q1 		$9.52M Buy
25,725
+2,820
+12% +$1.18M 1.07% 25
2025
Q4 		$11.1M Buy
22,905
+1,345
+6% +$674K 1.3% 22
2025
Q3 		$11.2M Buy
21,560
+510
+2% +$260K 1.37% 22
2025
Q2 		$10.5M Sell
21,050
-3,393
-14% -$1.47M 1.38% 22
2025
Q1 		$9.18M Buy
24,443
+645
+3% +$263K 1.25% 21
2024
Q4 		$10M Buy
23,798
+4,846
+26% +$2.06M 1.36% 22
2024
Q3 		$8.16M Buy
18,952
+3,326
+21% +$1.42M 1.18% 24
2024
Q2 		$6.98M Sell
15,626
-689
-4% -$291K 1.14% 23
2024
Q1 		$6.86M Sell
16,315
-79
-0.5% -$32K 1.18% 23
2023
Q4 		$6.16M Buy
16,394
+512
+3% +$182K 1.19% 22
2023
Q3 		$5.01M Buy
15,882
+1,364
+9% +$451K 1.15% 21
2023
Q2 		$4.94M Buy
14,518
+187
+1% +$58.6K 1.18% 21
2023
Q1 		$4.13M Buy
14,331
+54
+0.4% +$13.8K 1.01% 24
2022
Q4 		$3.42M Buy
14,277
+1,101
+8% +$264K 0.9% 23
2022
Q3 		$3.07M Sell
13,176
-380
-3% -$100K 0.99% 20
2022
Q2 		$3.48M Buy
13,556
+1,085
+9% +$294K 1.18% 13
2022
Q1 		$3.85M Buy
12,471
+1,724
+16% +$519K 1.14% 13
2021
Q4 		$3.61M Sell
10,747
-415
-4% -$135K 1.08% 13
2021
Q3 		$3.15M Buy
11,162
+125
+1% +$36.4K 1.18% 15
2021
Q2 		$2.99M Buy
11,037
+167
+2% +$42.4K 1.17% 14
2021
Q1 		$2.56M Buy
10,870
+144
+1% +$33.4K 1.15% 14
2020
Q4 		$2.39M Buy
10,726
+328
+3% +$70.5K 1.26% 18
2020
Q3 		$2.19M Buy
10,398
+1,096
+12% +$230K 1.41% 17
2020
Q2 		$1.89M Buy
9,302
+305
+3% +$55.4K 1.34% 16
2020
Q1 		$1.42M Buy
8,997
+1,187
+15% +$195K 1.26% 17
2019
Q4 		$1.23M Buy
7,810
+229
+3% +$33.6K 0.76% 26
2019
Q3 		$1.05M Sell
7,581
-196
-3% -$27K 0.7% 30
2019
Q2 		$1.04M Sell
7,777
-847
-10% -$108K 0.71% 32
2019
Q1 		$1.02M Buy
8,624
+1,053
+14% +$115K 0.72% 31
2018
Q4 		$769K Buy
+7,571
New +$811K 0.59% 35

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Howard Financial Services reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $187K and leaving 25,262 shares worth $9.42M. The position accounts for 0.94% of the portfolio, ranked #25.

Howard Financial Services first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.2M in Q3 2025. 2,416 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Howard Financial Services held 25,262 shares of Microsoft worth $9.42M as of Q2 2026.
  • Howard Financial Services sold 463 Microsoft shares in Q2 2026, an estimated $187K.
  • Microsoft made up 0.94% of Howard Financial Services's portfolio in Q2 2026, its #25 holding.
  • Howard Financial Services first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Howard Financial Services's Microsoft position peaked at $11.2M in Q3 2025.
  • 2,416 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.