Union Heritage Capital, LLC / MSFT
Union Heritage Capital, LLC’s Microsoft Corp Position
Does Union Heritage Capital, LLC own Microsoft Corp (MSFT)? Yes — 21.8K shares worth $8M (+3.00% of its 13F portfolio) as of Q1 2026, down from 40.2K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
21.8K
% of Portfolio
+3.00%
Quarters Held
16
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.8K | $8M | +3.00% |
| Q4 2025 | 40.2K | $19M | +6.58% |
| Q3 2025 | 40.7K | $21M | +6.84% |
| Q2 2025 | 40.7K | $20M | +7.05% |
| Q1 2025 | 40.7K | $15M | +5.69% |
| Q4 2024 | 40.7K | $18M | +6.46% |
| Q2 2023 | 35.0K | $12M | +6.45% |
| Q1 2023 | 33.8K | $10M | +5.92% |
| Q4 2022 | 35.0K | $8M | +5.12% |
| Q3 2022 | 37.0K | $9M | +5.72% |
| Q2 2022 | 37.0K | $10M | +6.12% |
| Q1 2022 | 37.0K | $11M | +6.33% |
| Q4 2021 | 40.0K | $13M | +6.30% |
| Q3 2021 | 52.0K | $15M | +6.87% |
| Q2 2021 | 52.0K | $14M | +6.57% |
| Q1 2021 | 61.1K | $14M | +7.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Union Heritage Capital, LLC’s full portfolio or all institutional holders of MSFT.