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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
Q2 		$447K Sell
1,198
-7
-0.6% -$2.83K 0.11% 57
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HTG Investment Advisors's MSFT Position: Q2 2026 in Review

HTG Investment Advisors reduced its Microsoft (MSFT) stake by 0.58% in Q2 2026, selling an estimated $2.83K and leaving 1,198 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #57.

HTG Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HTG Investment Advisors held 1,198 shares of Microsoft worth $447K as of Q2 2026.
  • HTG Investment Advisors sold 7 Microsoft shares in Q2 2026, an estimated $2.83K.
  • Microsoft made up 0.11% of HTG Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • HTG Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • HTG Investment Advisors's Microsoft position peaked at $1.07M in Q2 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.