Sagard Holdings Management’s Microsoft MSFT Stock Holding History

Sagard Holdings 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
2025 Q3	$163K	Hold	315	–	–	0.82%	10
2025 Q2	$157K	Buy	+315	New	+$137K	0.44%	14

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sagard Holdings Management's MSFT Position: Q3 2025 in Review

Sagard Holdings Management held its Microsoft (MSFT) position steady in Q3 2025 at 315 shares worth $163K. The position accounts for 0.82% of the portfolio, ranked #10.

Sagard Holdings Management first reported a position in MSFT in Q2 2025 and has held it in 2 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Sagard Holdings Management held 315 shares of Microsoft worth $163K as of Q3 2025.
Sagard Holdings Management left its Microsoft share count unchanged in Q3 2025.
Microsoft made up 0.82% of Sagard Holdings Management's portfolio in Q3 2025, its #10 holding.
Sagard Holdings Management first reported a position in Microsoft in Q2 2025 and has held it in 2 quarters since.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.