Stonehearth Capital Management’s Microsoft MSFT Stock Holding History

Stonehearth Capital Management’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	$217K	Hold	581	–	–	0.07%	85
2026 Q1	$215K	Buy	581 +10	+2%	+$4.18K	0.09%	91
2025 Q4	$276K	Buy	571 +25	+5%	+$12.5K	0.1%	75
2025 Q3	$283K	Hold	546	–	–	0.11%	79
2025 Q2	$272K	Hold	546	–	–	0.11%	71
2025 Q1	$205K	Sell	546 -57	-9%	-$23.2K	0.08%	84
2024 Q4	$254K	Buy	+603	New	+$257K	0.1%	67
2024 Q3	–	Sell	-491	Closed	-$220K	–	81
2024 Q2	$220K	Hold	491	–	–	0.09%	73
2024 Q1	$207K	Sell	491 -178	-27%	-$72.1K	0.09%	76
2023 Q4	$252K	Buy	+669	New	+$238K	0.12%	65
2023 Q3	–	Sell	-610	Closed	-$208K	–	73
2023 Q2	$208K	Buy	+610	New	+$191K	0.11%	70

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Stonehearth Capital Management's MSFT Position: Q2 2026 in Review

Stonehearth Capital Management held its Microsoft (MSFT) position steady in Q2 2026 at 581 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #85.

Stonehearth Capital Management first reported a position in MSFT in Q2 2023 and has held it in 11 quarters since. The position peaked at $283K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stonehearth Capital Management held 581 shares of Microsoft worth $217K as of Q2 2026.
Stonehearth Capital Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #85 holding.
Stonehearth Capital Management first reported a position in Microsoft in Q2 2023 and has held it in 11 quarters since.
Stonehearth Capital Management's Microsoft position peaked at $283K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.