SageGuard Financial Group’s Microsoft MSFT Stock Holding History

SageGuard Financial 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	$16M	Sell	42,979 -7,274	-14%	-$2.94M	2.25%	8
2026 Q1	$18.6M	Sell	50,253 -3,044	-6%	-$1.27M	2.88%	6
2025 Q4	$25.8M	Buy	+53,297	New	+$26.7M	4.1%	3
2021 Q3	$330K	Sell	1,172 -29,553	-96%	-$8.6M	5.18%	9
2021 Q2	$8.32M	Buy	30,725 +2,143	+7%	+$545K	3.78%	6
2021 Q1	$6.73M	Buy	28,582 +7,884	+38%	+$1.83M	3.13%	7
2020 Q4	$4.6M	Buy	+20,698	New	+$4.45M	2.22%	11

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageGuard Financial Group's MSFT Position: Q2 2026 in Review

SageGuard Financial Group reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $2.94M and leaving 42,979 shares worth $16M. The position accounts for 2.25% of the portfolio, ranked #8.

SageGuard Financial Group first reported a position in MSFT in Q4 2020 and has held it in 7 quarters since. The position peaked at $25.8M in Q4 2025. 4,033 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SageGuard Financial Group held 42,979 shares of Microsoft worth $16M as of Q2 2026.
SageGuard Financial Group sold 7,274 Microsoft shares in Q2 2026, an estimated $2.94M.
Microsoft made up 2.25% of SageGuard Financial Group's portfolio in Q2 2026, its #8 holding.
SageGuard Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 7 quarters since.
SageGuard Financial Group's Microsoft position peaked at $25.8M in Q4 2025.
4,033 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.