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Relyea Zuckerberg Hanson’s Microsoft MSFT Stock Holding History

Relyea Zuckerberg Hanson’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 		$19.3M Sell
51,645
-588
-1% -$238K 1.61% 15
2026
Q1 		$19.3M Sell
52,233
-3,890
-7% -$1.63M 1.94% 12
2025
Q4 		$27.1M Sell
56,123
-161
-0.3% -$80.7K 2.74% 8
2025
Q3 		$29.2M Buy
56,284
+843
+2% +$430K 3.06% 8
2025
Q2 		$27.6M Buy
55,441
+1,917
+4% +$832K 3.23% 6
2025
Q1 		$20.1M Sell
53,524
-3,749
-7% -$1.53M 2.71% 7
2024
Q4 		$24.1M Buy
57,273
+23,761
+71% +$10.1M 3.25% 5
2024
Q3 		$14.4M Buy
33,512
+516
+2% +$221K 2.19% 8
2024
Q2 		$14.7M Buy
32,996
+1,029
+3% +$435K 2.47% 7
2024
Q1 		$13.4M Buy
31,967
+1,329
+4% +$538K 2.36% 7
2023
Q4 		$11.5M Buy
30,638
+1,602
+6% +$570K 2.25% 7
2023
Q3 		$9.17M Buy
29,036
+253
+0.9% +$83.6K 2.09% 7
2023
Q2 		$9.8M Buy
28,783
+3,080
+12% +$965K 2.2% 7
2023
Q1 		$7.41M Buy
25,703
+4,357
+20% +$1.11M 1.81% 12
2022
Q4 		$5.12M Buy
21,346
+2,691
+14% +$646K 1.46% 15
2022
Q3 		$4.34M Buy
18,655
+1,174
+7% +$310K 1.57% 17
2022
Q2 		$4.49M Buy
17,481
+651
+4% +$177K 1.67% 17
2022
Q1 		$4.84M Buy
16,830
+2,593
+18% +$780K 1.59% 15
2021
Q4 		$4.21M Buy
14,237
+1,046
+8% +$339K 1.53% 16
2021
Q3 		$3.72M Sell
13,191
-1,466
-10% -$427K 1.44% 16
2021
Q2 		$3.97M Buy
14,657
+216
+1% +$54.9K 1.63% 17
2021
Q1 		$3.78M Sell
14,441
-373
-3% -$86.5K 1.67% 16
2020
Q4 		$3.29M Buy
14,814
+145
+1% +$31.2K 1.77% 13
2020
Q3 		$3.22M Buy
14,669
+153
+1% +$32.1K 2.07% 12
2020
Q2 		$2.95M Buy
14,516
+188
+1% +$34.1K 2.36% 11
2020
Q1 		$2.26M Sell
14,328
-327
-2% -$53.8K 2.47% 12
2019
Q4 		$2.31M Buy
+14,655
New +$2.15M 2.22% 14

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

Relyea Zuckerberg Hanson's MSFT Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $238K and leaving 51,645 shares worth $19.3M. The position accounts for 1.61% of the portfolio, ranked #15.

Relyea Zuckerberg Hanson first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $29.2M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Relyea Zuckerberg Hanson held 51,645 shares of Microsoft worth $19.3M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 588 Microsoft shares in Q2 2026, an estimated $238K.
  • Microsoft made up 1.61% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #15 holding.
  • Relyea Zuckerberg Hanson first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's Microsoft position peaked at $29.2M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.