Sage Investment Counsel’s Microsoft MSFT Stock Holding History

Sage Investment Counsel’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	$2.02M	Buy	5,423 +2,247	+71%	+$909K	2.03%	12
2026 Q1	$1.18M	Hold	3,176	–	–	1.3%	27
2025 Q4	$1.54M	Sell	3,176 -104	-3%	-$52.1K	1.69%	17
2025 Q3	$1.7M	Sell	3,280 -20	-0.6%	-$10.2K	1.88%	12
2025 Q2	$1.64M	Sell	3,300 -39	-1%	-$16.9K	1.9%	10
2025 Q1	$1.25M	Sell	3,339 -10	-0.3%	-$4.08K	1.59%	13
2024 Q4	$1.41M	Buy	+3,349	New	+$1.43M	1.84%	8

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Sage Investment Counsel increased its Microsoft (MSFT) stake by 71% in Q2 2026, buying an estimated $909K and bringing the position to 5,423 shares worth $2.02M. The position accounts for 2.03% of the portfolio, ranked #12.

Sage Investment Counsel first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sage Investment Counsel held 5,423 shares of Microsoft worth $2.02M as of Q2 2026.
Sage Investment Counsel bought 2,247 Microsoft shares in Q2 2026, an estimated $909K.
Microsoft made up 2.03% of Sage Investment Counsel's portfolio in Q2 2026, its #12 holding.
Sage Investment Counsel first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.