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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
Q3 		$5.81M Buy
11,328
+201
+2% +$93K 1.48% 16
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Hoxton Planning & Management's MSFT Position: Q3 2026 in Review

Hoxton Planning & Management increased its Microsoft (MSFT) stake by 1.8% in Q3 2026, buying an estimated $93K and bringing the position to 11,328 shares worth $5.81M. The position accounts for 1.48% of the portfolio, ranked #16.

Hoxton Planning & Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.87M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Hoxton Planning & Management held 11,328 shares of Microsoft worth $5.81M as of Q3 2026.
  • Hoxton Planning & Management bought 201 Microsoft shares in Q3 2026, an estimated $93K.
  • Microsoft made up 1.48% of Hoxton Planning & Management's portfolio in Q3 2026, its #16 holding.
  • Hoxton Planning & Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Microsoft position peaked at $5.87M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.