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: Q1 2026 in Review

Van Hulzen Asset Management increased its Microsoft (MSFT) stake by 5.2% in Q1 2026, buying an estimated $2.4M and bringing the position to 115,493 shares worth $42.8M. The position accounts for 3.18% of the portfolio, ranked #3.

Van Hulzen Asset Management first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $78.3M in Q1 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Van Hulzen Asset Management held 115,493 shares of Microsoft worth $42.8M as of Q1 2026.
  • Van Hulzen Asset Management bought 5,743 Microsoft shares in Q1 2026, an estimated $2.4M.
  • Microsoft made up 3.18% of Van Hulzen Asset Management's portfolio in Q1 2026, its #3 holding.
  • Van Hulzen Asset Management first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • Van Hulzen Asset Management's Microsoft position peaked at $78.3M in Q1 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.