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Pacific Sun Financial’s Microsoft MSFT Stock Holding History

Pacific Sun Financial’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 		$2.13M Buy
5,716
+229
+4% +$92.7K 0.88% 24
2026
Q1 		$2.03M Buy
5,487
+521
+10% +$218K 0.98% 22
2025
Q4 		$2.4M Sell
4,966
-28
-0.6% -$14K 1.16% 15
2025
Q3 		$2.59M Buy
4,994
+18
+0.4% +$9.18K 1.25% 14
2025
Q2 		$2.48M Buy
4,976
+85
+2% +$36.9K 1.29% 14
2025
Q1 		$1.84M Buy
4,891
+520
+12% +$212K 1.04% 24
2024
Q4 		$1.84M Buy
4,371
+59
+1% +$25.1K 1% 26
2024
Q3 		$1.86M Buy
4,312
+22
+0.5% +$9.4K 1.02% 25
2024
Q2 		$1.92M Sell
4,290
-8
-0.2% -$3.38K 1.13% 22
2024
Q1 		$1.81M Buy
4,298
+1,924
+81% +$779K 1.05% 23
2023
Q4 		$893K Sell
2,374
-5
-0.2% -$1.78K 0.56% 54
2023
Q3 		$751K Buy
2,379
+18
+0.8% +$5.95K 0.52% 57
2023
Q2 		$681K Buy
+2,361
New +$740K 0.46% 68
2022
Q4 		$563K Sell
2,346
-2,140
-48% -$514K 0.4% 75
2022
Q3 		$1.04M Sell
4,486
-202
-4% -$53.3K 0.73% 39
2022
Q2 		$1.2M Buy
4,688
+80
+2% +$21.7K 0.79% 38
2022
Q1 		$1.42M Buy
4,608
+30
+0.7% +$9.03K 0.78% 37
2021
Q4 		$1.54M Buy
4,578
+89
+2% +$28.9K 0.82% 37
2021
Q3 		$1.27M Buy
+4,489
New +$1.31M 0.73% 47
2020
Q3 		$792K Buy
3,768
+113
+3% +$23.7K 0.66% 52
2020
Q2 		$744K Buy
3,655
+2
+0.1% +$363 0.67% 54
2020
Q1 		$576K Sell
3,653
-57
-2% -$9.37K 0.66% 55
2019
Q4 		$585K Hold
3,710
– – 0.52% 68
2019
Q3 		$516K Buy
3,710
+41
+1% +$5.64K 0.49% 73
2019
Q2 		$491K Buy
+3,669
New +$466K 0.47% 75
2018
Q2 		$384K Hold
3,529
– – 0.4% 86
2018
Q1 		$322K Sell
3,529
-252
-7% -$23K 0.43% 81
2017
Q4 		$323K Buy
+3,781
New +$310K 0.18% 102

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacific Sun Financial's MSFT Position: Q2 2026 in Review

Pacific Sun Financial increased its Microsoft (MSFT) stake by 4.2% in Q2 2026, buying an estimated $92.7K and bringing the position to 5,716 shares worth $2.13M. The position accounts for 0.88% of the portfolio, ranked #24.

Pacific Sun Financial first reported a position in MSFT in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.59M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pacific Sun Financial held 5,716 shares of Microsoft worth $2.13M as of Q2 2026.
  • Pacific Sun Financial bought 229 Microsoft shares in Q2 2026, an estimated $92.7K.
  • Microsoft made up 0.88% of Pacific Sun Financial's portfolio in Q2 2026, its #24 holding.
  • Pacific Sun Financial first reported a position in Microsoft in Q4 2017 and has held it in 28 quarters since.
  • Pacific Sun Financial's Microsoft position peaked at $2.59M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.