Position history for HB Wealth Management, LLC's holdings in MICROSOFT CORP
HB Wealth Management, LLC holds 530,310 shares of MSFT (MICROSOFT CORP), worth $256.5M as of 2025-Q4. The position was increased (++3.5% shares). MSFT represents 1.7% of HB Wealth Management, LLC's portfolio.
Current Value
$256.5M
Current Shares
530,310
Total Value Change
+$118.4M
Total Shares Change
+221,366
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 530,310 |
+3.5% |
| $256.5M |
| 1.7% |
| $487.48 |
50 |
| 2025-Q3 | Increased | 512,306 | +9.9% | $265.3M | 1.8% | $513.64 | 53 |
| 2025-Q2 | Decreased | 466,074 | -3.3% | $231.8M | 1.8% | $494.20 | 0 |
| 2025-Q1 | Increased | 482,005 | +40.8% | $180.9M | 1.5% | $376.78 | 64 |
| 2024-Q4 | Increased | 342,347 | +6.2% | $144.3M | 1.5% | $421.72 | 51 |
| 2024-Q3 | Increased | 322,292 | +4.3% | $138.7M | 1.5% | $424.04 | 50 |
| 2024-Q2 | Increased | 308,944 | +11.7% | $138.1M | 1.6% | $441.99 | 53 |