Sagespring Wealth Partners’s Microsoft MSFT Stock Holding History

Sagespring Wealth Partners’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	$44.2M	Buy	119,355 +2,893	+2%	+$1.21M	0.81%	29
2025 Q4	$56.3M	Buy	116,462 +1,825	+2%	+$915K	1.02%	22
2025 Q3	$59.4M	Buy	114,637 +4,932	+4%	+$2.52M	1.16%	20
2025 Q2	$54.6M	Buy	109,705 +14,665	+15%	+$6.37M	1.18%	20
2025 Q1	$35.7M	Buy	95,040 +4,278	+5%	+$1.74M	0.9%	23
2024 Q4	$38.3M	Buy	+90,762	New	+$38.7M	1.01%	23

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's MSFT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $1.21M and bringing the position to 119,355 shares worth $44.2M. The position accounts for 0.81% of the portfolio, ranked #29.

Sagespring Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.4M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sagespring Wealth Partners held 119,355 shares of Microsoft worth $44.2M as of Q1 2026.
Sagespring Wealth Partners bought 2,893 Microsoft shares in Q1 2026, an estimated $1.21M.
Microsoft made up 0.81% of Sagespring Wealth Partners's portfolio in Q1 2026, its #29 holding.
Sagespring Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Microsoft position peaked at $59.4M in Q3 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.