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HWG Holdings’s Microsoft MSFT Stock Holding History

HWG Holdings’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
2021
Q1 		– Sell
-28,300
Closed -$6.29M – 119
2020
Q4 		$6.29M Buy
+28,300
New +$6.09M 3.19% 10

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

HWG Holdings's MSFT Position: Q2 2026 in Review

HWG Holdings increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $1.72M and bringing the position to 29,427 shares worth $11M. The position accounts for 2.48% of the portfolio, ranked #12.

HWG Holdings first reported a position in MSFT in Q4 2015 and has held it in 31 quarters since. The position peaked at $25.7M in Q3 2025. 2,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HWG Holdings held 29,427 shares of Microsoft worth $11M as of Q2 2026.
  • HWG Holdings bought 4,260 Microsoft shares in Q2 2026, an estimated $1.72M.
  • Microsoft made up 2.48% of HWG Holdings's portfolio in Q2 2026, its #12 holding.
  • HWG Holdings first reported a position in Microsoft in Q4 2015 and has held it in 31 quarters since.
  • HWG Holdings's Microsoft position peaked at $25.7M in Q3 2025.
  • 2,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.