SEC 13F Intelligence

Hcr Wealth Advisors / MSFT

Hcr Wealth Advisors’s Microsoft Corp Position

Does Hcr Wealth Advisors own Microsoft Corp (MSFT)? Yes — 47.7K shares worth $18M (+1.83% of its 13F portfolio) as of Q1 2026, down from 47.9K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
47.7K
% of Portfolio
+1.83%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $8MQ3 ’19: $7MQ4 ’19: $10MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $13MQ4 ’20: $14MQ4 ’20Q1 ’21: $11MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $13MQ4 ’22Q1 ’23: $15MQ2 ’23: $18MQ3 ’23: $16MQ4 ’23: $22MQ4 ’23Q1 ’24: $19MQ2 ’24: $21MQ3 ’24: $20MQ4 ’24: $20MQ4 ’24Q1 ’25: $18MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $23MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.7K$18M+1.83%
Q4 202547.9K$23M+2.29%
Q3 202546.8K$24M+2.50%
Q2 202546.9K$23M+2.75%
Q1 202546.8K$18M+2.29%
Q4 202446.5K$20M+2.45%
Q3 202447.0K$20M+2.65%
Q2 202447.0K$21M+3.00%
Q1 202446.2K$19M+2.95%
Q4 202357.8K$22M+3.44%
Q3 202350.5K$16M+3.49%
Q2 202351.9K$18M+3.27%
Q1 202352.2K$15M+2.98%
Q4 202252.7K$13M+2.65%
Q3 202251.7K$12M+2.56%
Q2 202251.9K$13M+2.68%
Q1 202251.7K$16M+2.61%
Q4 202150.5K$17M+2.63%
Q3 202147.4K$13M+2.23%
Q2 202147.7K$13M+2.24%
Q1 202147.6K$11M+2.22%
Q4 202061.8K$14M+2.88%
Q3 202061.3K$13M+2.95%
Q2 202061.6K$13M+2.96%
Q1 202063.4K$10M+2.86%
Q4 201962.8K$10M+2.40%
Q3 201947.0K$7M+2.17%
Q2 201959.3K$8M+2.26%
Q1 201956.3K$6M+1.83%
Q4 201845.9K$5M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hcr Wealth Advisors’s full portfolio or all institutional holders of MSFT.