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YHB Investment Advisors’s Microsoft MSFT Stock Holding History

YHB Investment Advisors’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 		$47.7M Sell
127,919
-20,527
-14% -$8.31M 3.06% 3
2026
Q1 		$55M Buy
148,446
+105
+0.1% +$43.9K 3.94% 2
2025
Q4 		$71.7M Sell
148,341
-1,016
-0.7% -$509K 4.96% 2
2025
Q3 		$77.4M Sell
149,357
-1,025
-0.7% -$523K 5.66% 2
2025
Q2 		$74.8M Sell
150,382
-1,265
-0.8% -$549K 5.77% 1
2025
Q1 		$56.9M Buy
151,647
+201
+0.1% +$81.9K 4.76% 2
2024
Q4 		$63.8M Buy
151,446
+2,740
+2% +$1.17M 5.24% 2
2024
Q3 		$64M Sell
148,706
-6,849
-4% -$2.93M 5.3% 2
2024
Q2 		$69.5M Sell
155,555
-919
-0.6% -$388K 5.98% 2
2024
Q1 		$65.8M Sell
156,474
-3,096
-2% -$1.25M 5.84% 1
2023
Q4 		$60M Sell
159,570
-10,334
-6% -$3.68M 5.81% 2
2023
Q3 		$53.6M Sell
169,904
-904
-0.5% -$299K 4.95% 2
2023
Q2 		$58.2M Sell
170,808
-5,610
-3% -$1.76M 5.43% 2
2023
Q1 		$50.9M Sell
176,418
-950
-0.5% -$242K 5.1% 2
2022
Q4 		$42.5M Sell
177,368
-5,925
-3% -$1.42M 4.54% 2
2022
Q3 		$42.7M Sell
183,293
-335
-0.2% -$88.5K 4.75% 2
2022
Q2 		$47.2M Sell
183,628
-1,720
-0.9% -$467K 4.97% 2
2022
Q1 		$57.1M Sell
185,348
-898
-0.5% -$270K 5.04% 2
2021
Q4 		$62.6M Sell
186,246
-1,263
-0.7% -$409K 4.96% 2
2021
Q3 		$52.9M Sell
187,509
-550
-0.3% -$160K 4.56% 2
2021
Q2 		$50.9M Sell
188,059
-619
-0.3% -$157K 4.34% 2
2021
Q1 		$49.2M Sell
188,678
-3,699
-2% -$858K 4.26% 2
2020
Q4 		$42.8M Sell
192,377
-671
-0.3% -$144K 4.07% 2
2020
Q3 		$40.6M Buy
193,048
+14,698
+8% +$3.09M 4.41% 2
2020
Q2 		$36.3M Sell
178,350
-1,233
-0.7% -$224K 5.24% 2
2020
Q1 		$28.3M Sell
179,583
-7,684
-4% -$1.26M 4.88% 2
2019
Q4 		$29.5M Buy
187,267
+454
+0.2% +$66.7K 4.21% 2
2019
Q3 		$26M Buy
186,813
+2,208
+1% +$304K 3.96% 2
2019
Q2 		$24.7M Sell
184,605
-18,246
-9% -$2.32M 3.93% 1
2019
Q1 		$23.9M Sell
202,851
-2,198
-1% -$240K 3.75% 2
2018
Q4 		$20.8M Sell
205,049
-40,283
-16% -$4.32M 3.72% 1
2018
Q3 		$28.1M Sell
245,332
-5,462
-2% -$592K 4.24% 1
2018
Q2 		$24.7M Buy
250,794
+609
+0.2% +$59K 4.04% 1
2018
Q1 		$22.8M Buy
250,185
+1,673
+0.7% +$153K 3.87% 1
2017
Q4 		$21.3M Buy
248,512
+1,264
+0.5% +$104K 3.62% 2
2017
Q3 		$18.4M Buy
247,248
+31,195
+14% +$2.28M 3.29% 4
2017
Q2 		$14.9M Sell
216,053
-31,736
-13% -$2.18M 2.56% 6
2017
Q1 		$17M Buy
247,789
+2,304
+0.9% +$148K 3.26% 3
2016
Q4 		$15.3M Buy
245,485
+54,184
+28% +$3.26M 3.18% 2
2016
Q3 		$11M Sell
191,301
-47,646
-20% -$2.69M 2.66% 6
2016
Q2 		$12.2M Buy
238,947
+80,946
+51% +$4.21M 2.69% 5
2016
Q1 		$8.73M Sell
158,001
-54,080
-25% -$2.83M 2.36% 8
2015
Q4 		$11.8M Buy
212,081
+3,207
+2% +$169K 2.67% 6
2015
Q3 		$9.24M Sell
208,874
-708
-0.3% -$31.8K 2.18% 10
2015
Q2 		$9.25M Buy
209,582
+6,587
+3% +$301K 2.02% 13
2015
Q1 		$8.25M Buy
202,995
+115
+0.1% +$5.01K 1.85% 14
2014
Q4 		$9.42M Buy
202,880
+527
+0.3% +$24.7K 2.16% 9
2014
Q3 		$9.38M Buy
202,353
+1,836
+0.9% +$81.9K 2.25% 9
2014
Q2 		$8.36M Buy
200,517
+4,092
+2% +$166K 2.02% 10
2014
Q1 		$8.05M Buy
196,425
+13,810
+8% +$518K 2.05% 10
2013
Q4 		$6.83M Buy
182,615
+1,387
+0.8% +$50.4K 1.83% 12
2013
Q3 		$6.03M Buy
181,228
+4,913
+3% +$162K 1.78% 13
2013
Q2 		$6.09M Buy
+176,315
New +$5.78M 1.9% 12

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

YHB Investment Advisors's MSFT Position: Q2 2026 in Review

YHB Investment Advisors reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $8.31M and leaving 127,919 shares worth $47.7M. The position accounts for 3.06% of the portfolio, ranked #3.

YHB Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $77.4M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • YHB Investment Advisors held 127,919 shares of Microsoft worth $47.7M as of Q2 2026.
  • YHB Investment Advisors sold 20,527 Microsoft shares in Q2 2026, an estimated $8.31M.
  • Microsoft made up 3.06% of YHB Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • YHB Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Microsoft position peaked at $77.4M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.