Van Hulzen Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
-$379K 798
2024
Q4
Hold
0
245

Other funds holding MSFT

Van Hulzen Asset Management's MSFT Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $6.47M and leaving 99,491 shares worth $37.1M. The position accounts for 2.64% of the portfolio, ranked #4.

Van Hulzen Asset Management first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $78.3M in Q1 2024. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Van Hulzen Asset Management held 99,491 shares of Microsoft worth $37.1M as of Q2 2026.
  • Van Hulzen Asset Management sold 16,002 Microsoft shares in Q2 2026, an estimated $6.47M.
  • Microsoft made up 2.64% of Van Hulzen Asset Management's portfolio in Q2 2026, its #4 holding.
  • Van Hulzen Asset Management first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • Van Hulzen Asset Management's Microsoft position peaked at $78.3M in Q1 2024.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.