Hughes Financial Services’s Microsoft MSFT Stock Holding History

Hughes Financial Services’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	$943K	Buy	2,529 +307	+14%	+$124K	0.13%	42
2026 Q1	$823K	Buy	2,222 +134	+6%	+$56.1K	0.13%	43
2025 Q4	$1.01M	Sell	2,088 -7	-0.3%	-$3.51K	0.16%	38
2025 Q3	$1.06M	Sell	2,095 -8	-0.4%	-$4.08K	0.17%	36
2025 Q2	$1.1M	Buy	2,103 +54	+3%	+$23.5K	0.19%	36
2025 Q1	$783K	Buy	2,049 +181	+10%	+$73.8K	0.15%	40
2024 Q4	$787K	Buy	+1,868	New	+$796K	0.16%	35

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Hughes Financial Services's MSFT Position: Q2 2026 in Review

Hughes Financial Services increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $124K and bringing the position to 2,529 shares worth $943K. The position accounts for 0.13% of the portfolio, ranked #42.

Hughes Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2025. 1,855 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hughes Financial Services held 2,529 shares of Microsoft worth $943K as of Q2 2026.
Hughes Financial Services bought 307 Microsoft shares in Q2 2026, an estimated $124K.
Microsoft made up 0.13% of Hughes Financial Services's portfolio in Q2 2026, its #42 holding.
Hughes Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Microsoft position peaked at $1.1M in Q2 2025.
1,855 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.