Sageworth Trust Company of South Dakota’s Microsoft MSFT Stock Holding History

Sageworth Trust Company of South Dakota’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	$292K	Sell	782 -665	-46%	-$269K	0.18%	48
2026 Q1	$536K	Buy	+1,447	New	+$605K	0.42%	37
2025 Q4	–	Sell	-1,668	Closed	-$864K	–	49
2025 Q3	$864K	Buy	1,668 +871	+109%	+$444K	0.81%	27
2025 Q2	$396K	Hold	797	–	–	0.43%	37
2025 Q1	$299K	Buy	+797	New	+$325K	0.36%	42
2024 Q2	–	Sell	-2,334	Closed	-$982K	–	49
2024 Q1	$982K	Buy	+2,334	New	+$945K	1.52%	20

Other funds holding MSFT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sageworth Trust Company of South Dakota's MSFT Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its Microsoft (MSFT) stake by 46% in Q2 2026, selling an estimated $269K and leaving 782 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #48.

Sageworth Trust Company of South Dakota first reported a position in MSFT in Q1 2024 and has held it in 6 quarters since. The position peaked at $982K in Q1 2024. 4,660 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sageworth Trust Company of South Dakota held 782 shares of Microsoft worth $292K as of Q2 2026.
Sageworth Trust Company of South Dakota sold 665 Microsoft shares in Q2 2026, an estimated $269K.
Microsoft made up 0.18% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #48 holding.
Sageworth Trust Company of South Dakota first reported a position in Microsoft in Q1 2024 and has held it in 6 quarters since.
Sageworth Trust Company of South Dakota's Microsoft position peaked at $982K in Q1 2024.
4,660 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.