Sagace Wealth Management’s Microsoft MSFT Stock Holding History

Sagace Wealth Management’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	$317K	Sell	851 -100	-11%	-$40.5K	0.2%	59
2026 Q1	$352K	Sell	951 -63	-6%	-$26.4K	0.24%	54
2025 Q4	$490K	Buy	1,014 +41	+4%	+$20.5K	0.33%	44
2025 Q3	$504K	Sell	973 -53	-5%	-$27K	0.34%	44
2025 Q2	$510K	Sell	1,026 -137	-12%	-$59.5K	0.38%	43
2025 Q1	$437K	Sell	1,163 -432	-27%	-$176K	0.33%	49
2024 Q4	$672K	Sell	1,595 -98	-6%	-$41.7K	0.5%	43
2024 Q3	$710K	Buy	1,693 +598	+55%	+$256K	0.55%	39
2024 Q2	$485K	Buy	+1,095	New	+$462K	0.47%	39

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

Sagace Wealth Management's MSFT Position: Q2 2026 in Review

Sagace Wealth Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $40.5K and leaving 851 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #59.

Sagace Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $710K in Q3 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sagace Wealth Management held 851 shares of Microsoft worth $317K as of Q2 2026.
Sagace Wealth Management sold 100 Microsoft shares in Q2 2026, an estimated $40.5K.
Microsoft made up 0.2% of Sagace Wealth Management's portfolio in Q2 2026, its #59 holding.
Sagace Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Microsoft position peaked at $710K in Q3 2024.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.