Sagespring Wealth Partners
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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
Q3 		$66.8M Buy
130,285
+6,234
+5% +$2.88M 1% 26
2026
Q2 		$46.3M Buy
124,051
+4,696
+4% +$1.9M 0.71% 30
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sagespring Wealth Partners's MSFT Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Microsoft (MSFT) stake by 5% in Q3 2026, buying an estimated $2.88M and bringing the position to 130,285 shares worth $66.8M. The position accounts for 1% of the portfolio, ranked #26.

Sagespring Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sagespring Wealth Partners held 130,285 shares of Microsoft worth $66.8M as of Q3 2026.
  • Sagespring Wealth Partners bought 6,234 Microsoft shares in Q3 2026, an estimated $2.88M.
  • Microsoft made up 1% of Sagespring Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Sagespring Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.