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Hoxton Planning & Management’s Microsoft MSFT Stock Holding History

Hoxton Planning & 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 		$4.15M Sell
11,127
-157
-1% -$63.5K 1.08% 22
2026
Q1 		$4.18M Sell
11,284
-176
-2% -$73.6K 1.25% 21
2025
Q4 		$5.54M Buy
11,460
+135
+1% +$67.7K 1.66% 15
2025
Q3 		$5.87M Buy
11,325
+31
+0.3% +$15.8K 1.89% 9
2025
Q2 		$5.62M Buy
11,294
+199
+2% +$86.4K 1.94% 8
2025
Q1 		$4.16M Sell
11,095
-288
-3% -$117K 1.59% 15
2024
Q4 		$4.8M Buy
11,383
+377
+3% +$161K 1.83% 10
2024
Q3 		$4.74M Buy
11,006
+1,076
+11% +$460K 1.83% 11
2024
Q2 		$4.44M Buy
9,930
+182
+2% +$76.9K 2.06% 11
2024
Q1 		$4.1M Buy
9,748
+500
+5% +$202K 1.96% 11
2023
Q4 		$3.48M Buy
9,248
+466
+5% +$166K 1.84% 10
2023
Q3 		$2.77M Sell
8,782
-78
-0.9% -$25.8K 1.8% 11
2023
Q2 		$3.02M Sell
8,860
-258
-3% -$80.9K 1.86% 12
2023
Q1 		$2.63M Sell
9,118
-736
-7% -$188K 1.45% 15
2022
Q4 		$2.36M Buy
+9,854
New +$2.36M 1.26% 16

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Hoxton Planning & Management's MSFT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $63.5K and leaving 11,127 shares worth $4.15M. The position accounts for 1.08% of the portfolio, ranked #22.

Hoxton Planning & Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hoxton Planning & Management held 11,127 shares of Microsoft worth $4.15M as of Q2 2026.
  • Hoxton Planning & Management sold 157 Microsoft shares in Q2 2026, an estimated $63.5K.
  • Microsoft made up 1.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #22 holding.
  • Hoxton Planning & Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Microsoft position peaked at $5.87M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.