SIA
MSFT icon

Sage Investment Advisers’s Microsoft MSFT Stock Holding History

Sage Investment Advisers’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 		$1.25M Buy
3,357
+103
+3% +$41.7K 0.84% 33
2026
Q1 		$1.2M Buy
3,254
+267
+9% +$112K 0.89% 33
2025
Q4 		$1.44M Buy
+2,987
New +$1.5M 1.08% 27
2024
Q3 		$1.36M Sell
3,157
-140
-4% -$59.8K 1.42% 25
2024
Q2 		$1.47M Sell
3,297
-127
-4% -$53.6K 1.67% 23
2024
Q1 		$1.44M Sell
3,424
-347
-9% -$140K 1.65% 23
2023
Q4 		$1.42M Sell
3,771
-72
-2% -$25.6K 1.72% 21
2023
Q3 		$1.21M Buy
3,843
+2
+0.1% +$661 1.66% 26
2023
Q2 		$1.31M Buy
3,841
+3
+0.1% +$940 1.75% 25
2023
Q1 		$1.11M Buy
3,838
+4
+0.1% +$1.02K 1.48% 28
2022
Q4 		$919K Buy
3,834
+406
+12% +$97.4K 1.31% 30
2022
Q3 		$798K Buy
3,428
+422
+14% +$111K 1.26% 31
2022
Q2 		$772K Buy
3,006
+33
+1% +$8.96K 1.21% 29
2022
Q1 		$917K Buy
2,973
+3
+0.1% +$903 1.21% 30
2021
Q4 		$999K Buy
+2,970
New +$963K 1.29% 25

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

Sage Investment Advisers's MSFT Position: Q2 2026 in Review

Sage Investment Advisers increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $41.7K and bringing the position to 3,357 shares worth $1.25M. The position accounts for 0.84% of the portfolio, ranked #33.

Sage Investment Advisers first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.47M in Q2 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sage Investment Advisers held 3,357 shares of Microsoft worth $1.25M as of Q2 2026.
  • Sage Investment Advisers bought 103 Microsoft shares in Q2 2026, an estimated $41.7K.
  • Microsoft made up 0.84% of Sage Investment Advisers's portfolio in Q2 2026, its #33 holding.
  • Sage Investment Advisers first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Microsoft position peaked at $1.47M in Q2 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.