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Sage Financial Group’s Microsoft MSFT Stock Holding History

Sage Financial Group’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
Q1 		– Sell
-477
Closed -$201K – 104
2024
Q4 		$201K Sell
477
-10
-2% -$4.26K 0.02% 100
2024
Q3 		$210K Sell
487
-40
-8% -$17.1K 0.02% 103
2024
Q2 		$236K Sell
527
-50
-9% -$21.1K 0.02% 97
2024
Q1 		$243K Sell
577
-55
-9% -$22.3K 0.02% 97
2023
Q4 		$238K Sell
632
-250
-28% -$89K 0.02% 97
2023
Q3 		$278K Buy
+882
New +$291K 0.03% 87
2023
Q1 		– Sell
-942
Closed -$226K – 97
2022
Q4 		$226K Hold
942
– – 0.03% 92
2022
Q3 		$219K Hold
942
– – 0.03% 86
2022
Q2 		$242K Buy
+942
New +$256K 0.03% 81

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Financial Group's MSFT Position: Q1 2025 in Review

Sage Financial Group sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 477 shares — an estimated $201K sold.

Sage Financial Group first reported a position in MSFT in Q2 2022 and held it in 9 quarters. The position peaked at $278K in Q3 2023. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Sage Financial Group reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
  • Sage Financial Group sold 477 Microsoft shares in Q1 2025, an estimated $201K.
  • Sage Financial Group first reported a position in Microsoft in Q2 2022 and held it in 9 quarters.
  • Sage Financial Group's Microsoft position peaked at $278K in Q3 2023.
  • 5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Sage Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.