Hyperion Capital Advisors’s Microsoft MSFT Stock Holding History

Hyperion Capital Advisors’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	$884K	Buy	2,371 +1,100	+87%	+$445K	0.4%	25
2026 Q1	$470K	Buy	1,271 +144	+13%	+$60.3K	0.23%	38
2025 Q4	$545K	Hold	1,127	–	–	0.27%	34
2025 Q3	$584K	Hold	1,127	–	–	0.31%	31
2025 Q2	$561K	Buy	1,127 +120	+12%	+$52.1K	0.35%	33
2025 Q1	$378K	Hold	1,007	–	–	0.21%	42
2024 Q4	$424K	Hold	1,007	–	–	0.22%	36
2024 Q3	$433K	Hold	1,007	–	–	0.2%	38
2024 Q2	$450K	Hold	1,007	–	–	0.21%	36
2024 Q1	$424K	Hold	1,007	–	–	0.2%	39
2023 Q4	$379K	Hold	1,007	–	–	0.2%	39
2023 Q3	$318K	Hold	1,007	–	–	0.17%	42
2023 Q2	$343K	Hold	1,007	–	–	0.19%	40
2023 Q1	$290K	Hold	1,007	–	–	0.14%	45
2022 Q4	$241K	Hold	1,007	–	–	0.12%	49
2022 Q3	$235K	Hold	1,007	–	–	0.12%	48
2022 Q2	$259K	Hold	1,007	–	–	0.12%	49
2022 Q1	$310K	Hold	1,007	–	–	0.12%	45
2021 Q4	$339K	Hold	1,007	–	–	0.08%	42
2021 Q3	$284K	Hold	1,007	–	–	0.08%	41
2021 Q2	$273K	Hold	1,007	–	–	0.08%	41
2021 Q1	$237K	Hold	1,007	–	–	0.08%	42
2020 Q4	$224K	Hold	1,007	–	–	0.09%	40
2020 Q3	$212K	Hold	1,007	–	–	0.1%	40
2020 Q2	$205K	Buy	+1,007	New	+$183K	0.12%	38

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

Hyperion Capital Advisors's MSFT Position: Q2 2026 in Review

Hyperion Capital Advisors increased its Microsoft (MSFT) stake by 87% in Q2 2026, buying an estimated $445K and bringing the position to 2,371 shares worth $884K. The position accounts for 0.4% of the portfolio, ranked #25.

Hyperion Capital Advisors first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hyperion Capital Advisors held 2,371 shares of Microsoft worth $884K as of Q2 2026.
Hyperion Capital Advisors bought 1,100 Microsoft shares in Q2 2026, an estimated $445K.
Microsoft made up 0.4% of Hyperion Capital Advisors's portfolio in Q2 2026, its #25 holding.
Hyperion Capital Advisors first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hyperion Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.