SMA
MSFT icon

Sage Mountain Advisors’s Microsoft MSFT Stock Holding History

Sage Mountain 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
2026
Q2 		$3.31M Buy
8,871
+2,850
+47% +$1.15M 0.2% 55
2026
Q1 		$2.23M Sell
6,021
-61,759
-91% -$25.8M 0.16% 60
2025
Q4 		$32.8M Sell
67,780
-3,084
-4% -$1.55M 1.74% 11
2025
Q3 		$36.7M Buy
70,864
+8,107
+13% +$4.14M 2.1% 9
2025
Q2 		$31.2M Buy
62,757
+5,189
+9% +$2.25M 2.03% 8
2025
Q1 		$21.6M Sell
57,568
-2,138
-4% -$872K 1.59% 10
2024
Q4 		$25.2M Buy
59,706
+6,130
+11% +$2.61M 1.84% 10
2024
Q3 		$23.1M Buy
53,576
+3,085
+6% +$1.32M 1.97% 10
2024
Q2 		$22.6M Buy
50,491
+5,984
+13% +$2.53M 2.09% 10
2024
Q1 		$18.7M Buy
44,507
+2,131
+5% +$863K 1.95% 10
2023
Q4 		$15.9M Sell
42,376
-3,072
-7% -$1.09M 1.85% 11
2023
Q3 		$14.4M Buy
45,448
+2,216
+5% +$732K 1.97% 11
2023
Q2 		$14.7M Sell
43,232
-23
-0.1% -$7.21K 2.1% 11
2023
Q1 		$12.5M Buy
43,255
+29,375
+212% +$7.49M 2.01% 11
2022
Q4 		$3.33M Buy
13,880
+832
+6% +$200K 0.76% 21
2022
Q3 		$3.04M Sell
13,048
-1,208
-8% -$319K 0.81% 20
2022
Q2 		$3.66M Buy
14,256
+1,774
+14% +$481K 0.65% 17
2022
Q1 		$3.85M Sell
12,482
-7,844
-39% -$2.36M 0.6% 19
2021
Q4 		$6.84M Buy
20,326
+6,558
+48% +$2.13M 0.82% 13
2021
Q3 		$3.88M Buy
13,768
+779
+6% +$227K 0.56% 21
2021
Q2 		$3.52M Buy
12,989
+2,904
+29% +$738K 0.58% 23
2021
Q1 		$2.38M Buy
10,085
+2,755
+38% +$639K 0.51% 29
2020
Q4 		$1.63M Buy
+7,330
New +$1.58M 0.53% 25

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sage Mountain Advisors's MSFT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Microsoft (MSFT) stake by 47% in Q2 2026, buying an estimated $1.15M and bringing the position to 8,871 shares worth $3.31M. The position accounts for 0.2% of the portfolio, ranked #55.

Sage Mountain Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.7M in Q3 2025. 3,730 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sage Mountain Advisors held 8,871 shares of Microsoft worth $3.31M as of Q2 2026.
  • Sage Mountain Advisors bought 2,850 Microsoft shares in Q2 2026, an estimated $1.15M.
  • Microsoft made up 0.2% of Sage Mountain Advisors's portfolio in Q2 2026, its #55 holding.
  • Sage Mountain Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Microsoft position peaked at $36.7M in Q3 2025.
  • 3,730 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.