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HRC Wealth Management’s Microsoft MSFT Stock Holding History

HRC 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 		$845K Sell
2,266
-43
-2% -$17.4K 0.35% 28
2026
Q1 		$855K Sell
2,309
-13
-0.6% -$5.44K 0.4% 23
2025
Q4 		$1.12M Buy
2,322
+96
+4% +$48.1K 0.54% 14
2025
Q3 		$1.15M Buy
2,226
+2
+0.1% +$1.02K 0.56% 14
2025
Q2 		$1.11M Buy
2,224
+190
+9% +$82.5K 0.59% 13
2025
Q1 		$764K Buy
2,034
+84
+4% +$34.2K 0.47% 17
2024
Q4 		$822K Buy
1,950
+865
+80% +$368K 0.49% 16
2024
Q3 		$467K Buy
1,085
+136
+14% +$58.1K 0.3% 21
2024
Q2 		$424K Buy
949
+1
+0.1% +$422 0.29% 22
2024
Q1 		$399K Buy
948
+42
+5% +$17K 0.29% 23
2023
Q4 		$341K Buy
+906
New +$322K 0.29% 17

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

HRC Wealth Management's MSFT Position: Q2 2026 in Review

HRC Wealth Management reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $17.4K and leaving 2,266 shares worth $845K. The position accounts for 0.35% of the portfolio, ranked #28.

HRC Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 2,967 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HRC Wealth Management held 2,266 shares of Microsoft worth $845K as of Q2 2026.
  • HRC Wealth Management sold 43 Microsoft shares in Q2 2026, an estimated $17.4K.
  • Microsoft made up 0.35% of HRC Wealth Management's portfolio in Q2 2026, its #28 holding.
  • HRC Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • HRC Wealth Management's Microsoft position peaked at $1.15M in Q3 2025.
  • 2,967 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.