HTG Investment Advisors’s Microsoft MSFT Stock Holding History

HTG Investment Advisors’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 Q1	$446K	Sell	1,205 -31	-3%	-$13K	0.13%	57
2025 Q4	$598K	Sell	1,236 -13	-1%	-$6.51K	0.18%	44
2025 Q3	$647K	Sell	1,249 -893	-42%	-$456K	0.22%	45
2025 Q2	$1.07M	Buy	2,142 +88	+4%	+$38.2K	0.4%	31
2025 Q1	$771K	Sell	2,054 -131	-6%	-$53.4K	0.32%	35
2024 Q4	$921K	Sell	2,185 -25	-1%	-$10.6K	0.42%	30
2024 Q3	$951K	Sell	2,210 -4	-0.2%	-$1.71K	0.45%	29
2024 Q2	$990K	Sell	2,214 -50	-2%	-$21.1K	0.53%	28
2024 Q1	$953K	Sell	2,264 -123	-5%	-$49.8K	0.55%	26
2023 Q4	$898K	Hold	2,387	–	–	0.59%	26
2023 Q3	$754K	Buy	2,387 +529	+28%	+$175K	0.6%	28
2023 Q2	$633K	Buy	1,858 +153	+9%	+$48K	0.52%	28
2023 Q1	$492K	Buy	1,705 +189	+12%	+$48.2K	0.45%	31
2022 Q4	$364K	Buy	+1,516	New	+$364K	0.37%	36

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HTG Investment Advisors's MSFT Position: Q1 2026 in Review

HTG Investment Advisors reduced its Microsoft (MSFT) stake by 2.5% in Q1 2026, selling an estimated $13K and leaving 1,205 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #57.

HTG Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

HTG Investment Advisors held 1,205 shares of Microsoft worth $446K as of Q1 2026.
HTG Investment Advisors sold 31 Microsoft shares in Q1 2026, an estimated $13K.
Microsoft made up 0.13% of HTG Investment Advisors's portfolio in Q1 2026, its #57 holding.
HTG Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Microsoft position peaked at $1.07M in Q2 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.