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	$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 $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

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. 6,179 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.
6,179 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.