Pacific Sage Partners’s Microsoft MSFT Stock Holding History

Pacific Sage Partners’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	$69.6M	Sell	186,646 -2,064	-1%	-$835K	9.88%	2
2026 Q1	$69.9M	Buy	188,710 +364	+0.2%	+$152K	10.99%	2
2025 Q4	$91.1M	Sell	188,346 -592	-0.3%	-$297K	14.43%	1
2025 Q3	$97.9M	Sell	188,938 -1,509	-0.8%	-$770K	16.36%	1
2025 Q2	$94.7M	Sell	190,447 -2,645	-1%	-$1.15M	18.82%	1
2025 Q1	$72.5M	Sell	193,092 -2,941	-2%	-$1.2M	16.32%	1
2024 Q4	$82.6M	Buy	196,033 +11,952	+6%	+$5.09M	18.84%	1
2024 Q3	$79.2M	Buy	184,081 +648	+0.4%	+$277K	18.85%	1
2024 Q2	$82M	Sell	183,433 -2,279	-1%	-$962K	20.32%	1
2024 Q1	$78.1M	Sell	185,712 -5,237	-3%	-$2.12M	20.23%	1
2023 Q4	$71.8M	Sell	190,949 -783	-0.4%	-$279K	19.67%	1
2023 Q3	$60.5M	Sell	191,732 -4,325	-2%	-$1.43M	18.21%	2
2023 Q2	$66.8M	Sell	196,057 -7,354	-4%	-$2.3M	19.76%	1
2023 Q1	$58.6M	Sell	203,411 -5,256	-3%	-$1.34M	18.86%	2
2022 Q4	$50M	Buy	+208,667	New	+$50.1M	16.61%	2

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacific Sage Partners's MSFT Position: Q2 2026 in Review

Pacific Sage Partners reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $835K and leaving 186,646 shares worth $69.6M. The position accounts for 9.88% of the portfolio, ranked #2.

Pacific Sage Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.9M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pacific Sage Partners held 186,646 shares of Microsoft worth $69.6M as of Q2 2026.
Pacific Sage Partners sold 2,064 Microsoft shares in Q2 2026, an estimated $835K.
Microsoft made up 9.88% of Pacific Sage Partners's portfolio in Q2 2026, its #2 holding.
Pacific Sage Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Pacific Sage Partners's Microsoft position peaked at $97.9M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.