SageView Advisory Group’s Microsoft MSFT Stock Holding History

SageView Advisory 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	$22.5M	Sell	60,310 -2,666	-4%	-$1.08M	0.74%	18
2026 Q1	$23.3M	Sell	62,976 -3,630	-5%	-$1.52M	0.85%	16
2025 Q4	$32.2M	Sell	66,606 -3,438	-5%	-$1.72M	1.09%	13
2025 Q3	$36.3M	Buy	70,044 +12	+0%	+$6.12K	1.25%	11
2025 Q2	$35.9M	Buy	70,032 +1,950	+3%	+$847K	1.36%	11
2025 Q1	$25.6M	Buy	68,082 +714	+1%	+$291K	1.09%	12
2024 Q4	$28.4M	Buy	67,368 +15,934	+31%	+$6.79M	1.22%	13
2024 Q3	$22.1M	Sell	51,434 -10,916	-18%	-$4.67M	1.12%	12
2024 Q2	$27.9M	Buy	+62,350	New	+$26.3M	1.29%	12
2024 Q1	–	Sell	-68,524	Closed	-$28M	–	679
2023 Q4	$28M	Buy	68,524 +22,479	+49%	+$8M	1.21%	13
2023 Q3	$14.5M	Buy	46,045 +596	+1%	+$197K	0.83%	18
2023 Q2	$15.5M	Buy	45,449 +3,210	+8%	+$1.01M	0.86%	19
2023 Q1	$12.2M	Buy	42,239 +16,355	+63%	+$4.17M	0.78%	23
2022 Q4	$6.21M	Buy	+25,884	New	+$6.21M	0.5%	45

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's MSFT Position: Q2 2026 in Review

SageView Advisory Group reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $1.08M and leaving 60,310 shares worth $22.5M. The position accounts for 0.74% of the portfolio, ranked #18.

SageView Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SageView Advisory Group held 60,310 shares of Microsoft worth $22.5M as of Q2 2026.
SageView Advisory Group sold 2,666 Microsoft shares in Q2 2026, an estimated $1.08M.
Microsoft made up 0.74% of SageView Advisory Group's portfolio in Q2 2026, its #18 holding.
SageView Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Microsoft position peaked at $36.3M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.