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 Q2	$9.89M	Buy	26,500 +200	+0.8%	+$80.9K	0.18%	102
2026 Q1	$9.74M	Buy	26,300 +25,000	+1,923%	+$10.5M	0.23%	92
2025 Q4	$629K	Sell	1,300 -500	-28%	-$251K	0.02%	424
2025 Q3	$932K	Buy	1,800 +500	+38%	+$255K	0.03%	287
2025 Q2	$647K	Hold	1,300	–	–	0.02%	328
2025 Q1	$488K	Sell	1,300 -1,800	-58%	-$734K	0.02%	343
2024 Q4	$83.5K	Buy	3,100 +2,800	+933%	+$1.19M	﹤0.01%	549
2024 Q3	$24.9K	Buy	+300	New	+$128K	﹤0.01%	535
2023 Q2	–	Sell	-3,300	Closed	-$951K	–	262
2023 Q1	$951K	Buy	+3,300	New	+$842K	0.2%	86
2022 Q2	–	Sell	-13,400	Closed	-$4.13M	–	183
2022 Q1	$4.13M	Buy	13,400 +4,800	+56%	+$1.44M	0.97%	18
2021 Q4	$281K	Buy	8,600 +400	+5%	+$130K	0.07%	157
2021 Q3	$2.31M	Sell	8,200 -600	-7%	-$175K	0.55%	48
2021 Q2	$405K	Buy	+8,800	New	+$2.24M	0.11%	136

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HUB Investment Partners's MSFT Position: Q2 2026 in Review

HUB Investment Partners increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $18.1M and bringing the position to 297,773 shares worth $111M. The position accounts for 2% of the portfolio, ranked #5.

HUB Investment Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

HUB Investment Partners held 297,773 shares of Microsoft worth $111M as of Q2 2026.
HUB Investment Partners bought 44,725 Microsoft shares in Q2 2026, an estimated $18.1M.
Microsoft made up 2% of HUB Investment Partners's portfolio in Q2 2026, its #5 holding.
HUB Investment Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.