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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's MSFT Position: Q4 2025 in Review

SageView Advisory Group reduced its Microsoft (MSFT) stake by 4.9% in Q4 2025, selling an estimated $1.72M and leaving 66,606 shares worth $32.2M. The position accounts for 1.09% of the portfolio, ranked #13.

SageView Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $36.3M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

SageView Advisory Group held 66,606 shares of Microsoft worth $32.2M as of Q4 2025.
SageView Advisory Group sold 3,438 Microsoft shares in Q4 2025, an estimated $1.72M.
Microsoft made up 1.09% of SageView Advisory Group's portfolio in Q4 2025, its #13 holding.
SageView Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Microsoft position peaked at $36.3M in Q3 2025.
6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.