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Hudson Value Partners’s Microsoft MSFT Stock Holding History

Hudson Value 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 		$14.3M Buy
38,209
+2,722
+8% +$1.1M 3.58% 5
2026
Q1 		$13.1M Buy
35,487
+3,729
+12% +$1.56M 3.92% 4
2025
Q4 		$15.4M Buy
31,758
+577
+2% +$289K 4.6% 4
2025
Q3 		$16.2M Buy
31,181
+445
+1% +$227K 5% 4
2025
Q2 		$15.3M Sell
30,736
-1,654
-5% -$718K 5.27% 2
2025
Q1 		$12.2M Sell
32,390
-1,664
-5% -$678K 4.57% 3
2024
Q4 		$14.4M Buy
34,054
+3,893
+13% +$1.66M 5.34% 3
2024
Q3 		$13M Buy
30,161
+3,033
+11% +$1.3M 5.04% 3
2024
Q2 		$12.1M Buy
27,128
+2,165
+9% +$914K 5.13% 3
2024
Q1 		$10.5M Buy
24,963
+168
+0.7% +$68K 4.46% 4
2023
Q4 		$9.32M Buy
24,795
+560
+2% +$199K 4.34% 3
2023
Q3 		$7.65M Buy
24,235
+1,036
+4% +$342K 4.02% 3
2023
Q2 		$7.9M Buy
23,199
+879
+4% +$275K 4.04% 3
2023
Q1 		$6.43M Buy
22,320
+844
+4% +$215K 3.66% 3
2022
Q4 		$5.15M Sell
21,476
-1,370
-6% -$329K 3.16% 4
2022
Q3 		$5.32M Buy
22,846
+823
+4% +$217K 3.58% 3
2022
Q2 		$5.66M Buy
22,023
+31
+0.1% +$8.41K 3.59% 3
2022
Q1 		$6.78M Buy
21,992
+222
+1% +$66.8K 3.49% 4
2021
Q4 		$7.32M Buy
21,770
+245
+1% +$79.4K 3.55% 3
2021
Q3 		$6.07M Sell
21,525
-205
-0.9% -$59.6K 3.34% 5
2021
Q2 		$5.89M Buy
21,730
+153
+0.7% +$38.9K 3.25% 6
2021
Q1 		$5.08M Buy
21,577
+119
+0.6% +$27.6K 3.07% 5
2020
Q4 		$4.76M Buy
+21,458
New +$4.61M 3.19% 6

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

Hudson Value Partners's MSFT Position: Q2 2026 in Review

Hudson Value Partners increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 38,209 shares worth $14.3M. The position accounts for 3.58% of the portfolio, ranked #5.

Hudson Value Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.2M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hudson Value Partners held 38,209 shares of Microsoft worth $14.3M as of Q2 2026.
  • Hudson Value Partners bought 2,722 Microsoft shares in Q2 2026, an estimated $1.1M.
  • Microsoft made up 3.58% of Hudson Value Partners's portfolio in Q2 2026, its #5 holding.
  • Hudson Value Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Hudson Value Partners's Microsoft position peaked at $16.2M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.