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Sage Private Wealth Group’s Microsoft MSFT Stock Holding History

Sage Private Wealth 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
2026
Q1 		$2.99M Buy
8,067
+923
+13% +$386K 1.5% 11
2025
Q4 		$3.46M Sell
7,144
-395
-5% -$198K 1.86% 12
2025
Q3 		$3.9M Buy
7,539
+118
+2% +$60.2K 2.17% 11
2025
Q2 		$3.69M Buy
7,421
+52
+0.7% +$22.6K 2.36% 9
2025
Q1 		$2.77M Buy
7,369
+142
+2% +$57.9K 2.09% 8
2024
Q4 		$3.05M Buy
7,227
+100
+1% +$42.6K 2.29% 9
2024
Q3 		$3.07M Buy
7,127
+89
+1% +$38K 2.42% 6
2024
Q2 		$3.15M Buy
7,038
+896
+15% +$378K 2.65% 6
2024
Q1 		$2.58M Sell
6,142
-97
-2% -$39.3K 2.07% 9
2023
Q4 		$2.35M Buy
6,239
+3,802
+156% +$1.35M 2.09% 10
2023
Q3 		$770K Buy
2,437
+94
+4% +$31.1K 1.06% 10
2023
Q2 		$798K Hold
2,343
– – 1.09% 9
2023
Q1 		$676K Sell
2,343
-1,506
-39% -$384K 0.78% 11
2022
Q4 		$923K Sell
3,849
-58
-1% -$13.9K 1.1% 12
2022
Q3 		$910K Buy
3,907
+59
+2% +$15.6K 1.2% 10
2022
Q2 		$988K Buy
3,848
+450
+13% +$122K 1.42% 8
2022
Q1 		$1.05M Buy
3,398
+265
+8% +$79.7K 1.02% 9
2021
Q4 		$1.05M Buy
3,133
+1,120
+56% +$363K 1.31% 7
2021
Q3 		$568K Buy
2,013
+16
+0.8% +$4.66K 0.78% 8
2021
Q2 		$541K Buy
1,997
+183
+10% +$46.5K 0.73% 12
2021
Q1 		$428K Sell
1,814
-48
-3% -$11.1K 0.74% 14
2020
Q4 		$414K Buy
+1,862
New +$400K 1.16% 12

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Private Wealth Group's MSFT Position: Q1 2026 in Review

Sage Private Wealth Group increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $386K and bringing the position to 8,067 shares worth $2.99M. The position accounts for 1.5% of the portfolio, ranked #11.

Sage Private Wealth Group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sage Private Wealth Group held 8,067 shares of Microsoft worth $2.99M as of Q1 2026.
  • Sage Private Wealth Group bought 923 Microsoft shares in Q1 2026, an estimated $386K.
  • Microsoft made up 1.5% of Sage Private Wealth Group's portfolio in Q1 2026, its #11 holding.
  • Sage Private Wealth Group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Microsoft position peaked at $3.9M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.