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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
Q2 		$3.3M Buy
8,860
+793
+10% +$321K 1.49% 11
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 $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 $3.38T AUM 44.17% 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 Private Wealth Group's MSFT Position: Q2 2026 in Review

Sage Private Wealth Group increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $321K and bringing the position to 8,860 shares worth $3.3M. The position accounts for 1.49% of the portfolio, ranked #11.

Sage Private Wealth Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.9M in Q3 2025. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sage Private Wealth Group held 8,860 shares of Microsoft worth $3.3M as of Q2 2026.
  • Sage Private Wealth Group bought 793 Microsoft shares in Q2 2026, an estimated $321K.
  • Microsoft made up 1.49% of Sage Private Wealth Group's portfolio in Q2 2026, its #11 holding.
  • Sage Private Wealth Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's Microsoft position peaked at $3.9M in Q3 2025.
  • 6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.