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HUB Investment Partners’s Microsoft MSFT Stock Holding History

HUB Investment Partners’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 		$93.7M Buy
253,048
+51,672
+26% +$21.6M 2.24% 4
2025
Q4 		$97.4M Buy
201,376
+23,556
+13% +$11.8M 2.52% 4
2025
Q3 		$92.1M Buy
177,820
+35,734
+25% +$18.2M 3.06% 4
2025
Q2 		$70.7M Buy
142,086
+3,186
+2% +$1.38M 2.36% 6
2025
Q1 		$52.1M Buy
138,900
+31,284
+29% +$12.8M 2.07% 6
2024
Q4 		$45.4M Buy
107,616
+2,295
+2% +$978K 1.9% 7
2024
Q3 		$45.3M Buy
105,321
+1,371
+1% +$586K 1.98% 6
2024
Q2 		$46.5M Buy
103,950
+3,577
+4% +$1.51M 1.76% 7
2024
Q1 		$42.2M Buy
100,373
+16,409
+20% +$6.64M 2.31% 6
2023
Q4 		$31.6M Buy
83,964
+30,889
+58% +$11M 2.15% 7
2023
Q3 		$16.8M Buy
53,075
+28,671
+117% +$9.47M 2.53% 5
2023
Q2 		$8.31M Buy
24,404
+2,326
+11% +$729K 1.38% 14
2023
Q1 		$6.37M Buy
+22,078
New +$5.63M 1.32% 13
2022
Q4 		– Sell
-19,140
Closed -$4.46M – 152
2022
Q3 		$4.46M Buy
19,140
+2,764
+17% +$730K 1.34% 15
2022
Q2 		$4.21M Buy
16,376
+1,005
+7% +$273K 1.31% 15
2022
Q1 		$4.74M Sell
15,371
-2,906
-16% -$874K 1.12% 17
2021
Q4 		$6.15M Sell
18,277
-1,795
-9% -$582K 1.43% 11
2021
Q3 		$5.66M Buy
20,072
+229
+1% +$66.6K 1.35% 13
2021
Q2 		$5.38M Sell
19,843
-1,726
-8% -$439K 1.44% 11
2021
Q1 		$5.08M Buy
21,569
+5,967
+38% +$1.38M 1.5% 11
2020
Q4 		$3.28M Buy
+15,602
New +$3.35M 1.49% 15

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HUB Investment Partners's MSFT Position: Q1 2026 in Review

HUB Investment Partners increased its Microsoft (MSFT) stake by 26% in Q1 2026, buying an estimated $21.6M and bringing the position to 253,048 shares worth $93.7M. The position accounts for 2.24% of the portfolio, ranked #4.

HUB Investment Partners first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $97.4M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • HUB Investment Partners held 253,048 shares of Microsoft worth $93.7M as of Q1 2026.
  • HUB Investment Partners bought 51,672 Microsoft shares in Q1 2026, an estimated $21.6M.
  • Microsoft made up 2.24% of HUB Investment Partners's portfolio in Q1 2026, its #4 holding.
  • HUB Investment Partners first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's Microsoft position peaked at $97.4M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.