Sagewood Asset Management’s Microsoft MSFT Stock Holding History

Sagewood Asset Management’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	$10.2M	Buy	27,333 +529	+2%	+$214K	2.31%	6
2026 Q1	$9.92M	Buy	26,804 +1,040	+4%	+$435K	3.11%	5
2025 Q4	$12.5M	Buy	+25,764	New	+$12.9M	4.42%	3

Other funds holding MSFT

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sagewood Asset Management's MSFT Position: Q2 2026 in Review

Sagewood Asset Management increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $214K and bringing the position to 27,333 shares worth $10.2M. The position accounts for 2.31% of the portfolio, ranked #6.

Sagewood Asset Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sagewood Asset Management held 27,333 shares of Microsoft worth $10.2M as of Q2 2026.
Sagewood Asset Management bought 529 Microsoft shares in Q2 2026, an estimated $214K.
Microsoft made up 2.31% of Sagewood Asset Management's portfolio in Q2 2026, its #6 holding.
Sagewood Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Sagewood Asset Management's Microsoft position peaked at $12.5M in Q4 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.