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 Q3	$298K	Hold	581	–	–	0.1%	65
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Stonehearth Capital Management's MSFT Position: Q3 2026 in Review

Stonehearth Capital Management held its Microsoft (MSFT) position steady in Q3 2026 at 581 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #65.

Stonehearth Capital Management first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Stonehearth Capital Management held 581 shares of Microsoft worth $298K as of Q3 2026.
Stonehearth Capital Management left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.1% of Stonehearth Capital Management's portfolio in Q3 2026, its #65 holding.
Stonehearth Capital Management first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stonehearth Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.