New Harbor Financial Group’s Microsoft MSFT Stock Holding History

New Harbor Financial Group’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
2025 Q1	–	Sell	-3,200	Closed	-$1.35M	–	71
2024 Q4	$1.35M	Buy	3,200 +700	+28%	+$298K	0.4%	22
2024 Q3	$1.08M	Buy	+2,500	New	+$1.07M	0.28%	25
2023 Q3	–	Sell	-800	Closed	-$272K	–	51
2023 Q2	$272K	Buy	+800	New	+$251K	0.07%	32
2023 Q1	–	Sell	-800	Closed	-$192K	–	46
2022 Q4	$192K	Buy	+800	New	+$192K	0.08%	28
2021 Q3	–	Sell	-800	Closed	-$216K	–	26
2021 Q2	$216K	Buy	+800	New	+$203K	0.07%	21

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

New Harbor Financial Group's MSFT Position: Q2 2026 in Review

New Harbor Financial Group reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $7.69K and leaving 778 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #50.

New Harbor Financial Group first reported a position in MSFT in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.43M in Q3 2024. 2,004 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

New Harbor Financial Group held 778 shares of Microsoft worth $290K as of Q2 2026.
New Harbor Financial Group sold 19 Microsoft shares in Q2 2026, an estimated $7.69K.
Microsoft made up 0.05% of New Harbor Financial Group's portfolio in Q2 2026, its #50 holding.
New Harbor Financial Group first reported a position in Microsoft in Q2 2013 and has held it in 35 quarters since.
New Harbor Financial Group's Microsoft position peaked at $1.43M in Q3 2024.
2,004 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.