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Sage Advisors’s Microsoft MSFT Stock Holding History

Sage Advisors’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
Q4 		$1.84M Buy
3,808
+53
+1% +$26.6K 1.22% 17
2025
Q3 		$1.95M Sell
3,755
-95
-2% -$48.5K 1.39% 17
2025
Q2 		$1.92M Sell
3,850
-654
-15% -$284K 1.37% 13
2025
Q1 		$1.69M Buy
4,504
+252
+6% +$103K 1.19% 14
2024
Q4 		$1.79M Buy
4,252
+158
+4% +$67.3K 1.34% 13
2024
Q3 		$1.76M Buy
4,094
+146
+4% +$62.4K 1.39% 11
2024
Q2 		$1.76M Buy
3,948
+1,256
+47% +$530K 1.43% 13
2024
Q1 		$1.13M Buy
2,692
+2,011
+295% +$814K 1.01% 15
2023
Q4 		$256K Buy
+681
New +$242K 0.25% 22

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Advisors's MSFT Position: Q4 2025 in Review

Sage Advisors increased its Microsoft (MSFT) stake by 1.4% in Q4 2025, buying an estimated $26.6K and bringing the position to 3,808 shares worth $1.84M. The position accounts for 1.22% of the portfolio, ranked #17.

Sage Advisors first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Sage Advisors held 3,808 shares of Microsoft worth $1.84M as of Q4 2025.
  • Sage Advisors bought 53 Microsoft shares in Q4 2025, an estimated $26.6K.
  • Microsoft made up 1.22% of Sage Advisors's portfolio in Q4 2025, its #17 holding.
  • Sage Advisors first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • Sage Advisors's Microsoft position peaked at $1.95M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.