HRC Wealth Management
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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
Q3 		$2.07M Buy
4,043
+1,777
+78% +$822K 0.83% 11
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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

HRC Wealth Management's MSFT Position: Q3 2026 in Review

HRC Wealth Management increased its Microsoft (MSFT) stake by 78% in Q3 2026, buying an estimated $822K and bringing the position to 4,043 shares worth $2.07M. The position accounts for 0.83% of the portfolio, ranked #11.

HRC Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • HRC Wealth Management held 4,043 shares of Microsoft worth $2.07M as of Q3 2026.
  • HRC Wealth Management bought 1,777 Microsoft shares in Q3 2026, an estimated $822K.
  • Microsoft made up 0.83% of HRC Wealth Management's portfolio in Q3 2026, its #11 holding.
  • HRC Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.