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Sara-Bay Financial’s Microsoft MSFT Stock Holding History

Sara-Bay Financial’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 		$587K Hold
1,573
– – 0.16% 51
2026
Q1 		$582K Sell
1,573
-93
-6% -$38.9K 0.18% 43
2025
Q4 		$812K Sell
1,666
-19
-1% -$9.52K 0.24% 34
2025
Q3 		$873K Buy
1,685
+46
+3% +$23.5K 0.24% 34
2025
Q2 		$815K Sell
1,639
-32
-2% -$13.9K 0.29% 32
2025
Q1 		$633K Sell
1,671
-57
-3% -$23.2K 0.28% 41
2024
Q4 		$734K Buy
1,728
+126
+8% +$53.7K 0.27% 37
2024
Q3 		$689K Buy
1,602
+1
+0.1% +$427 0.25% 44
2024
Q2 		$716K Buy
1,601
+127
+9% +$53.6K 0.29% 41
2024
Q1 		$626K Sell
1,474
-220
-13% -$89.1K 0.28% 44
2023
Q4 		$637K Buy
1,694
+35
+2% +$12.5K 0.31% 37
2023
Q3 		$524K Sell
1,659
-2
-0.1% -$661 0.27% 43
2023
Q2 		$566K Sell
1,661
-287
-15% -$89.9K 0.28% 41
2023
Q1 		$562K Buy
1,948
+103
+6% +$26.3K 0.29% 36
2022
Q4 		$442K Sell
1,845
-20
-1% -$4.8K 0.25% 51
2022
Q3 		$434K Hold
1,865
– – 0.24% 50
2022
Q2 		$482K Sell
1,865
-25
-1% -$6.79K 0.23% 48
2022
Q1 		$583K Sell
1,890
-696
-27% -$209K 0.23% 42
2021
Q4 		$870K Buy
2,586
+560
+28% +$182K 0.26% 33
2021
Q3 		$571K Sell
2,026
-13
-0.6% -$3.78K 0.22% 41
2021
Q2 		$552K Buy
2,039
+160
+9% +$40.7K 0.21% 43
2021
Q1 		$443K Sell
1,879
-273
-13% -$63.3K 0.18% 52
2020
Q4 		$479K Hold
2,152
– – 0.22% 42
2020
Q3 		$453K Sell
2,152
-3,050
-59% -$641K 0.25% 42
2020
Q2 		$1.07M Buy
+5,202
New +$944K 0.61% 22

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sara-Bay Financial's MSFT Position: Q2 2026 in Review

Sara-Bay Financial held its Microsoft (MSFT) position steady in Q2 2026 at 1,573 shares worth $587K. The position accounts for 0.16% of the portfolio, ranked #51.

Sara-Bay Financial first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q2 2020. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sara-Bay Financial held 1,573 shares of Microsoft worth $587K as of Q2 2026.
  • Sara-Bay Financial left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.16% of Sara-Bay Financial's portfolio in Q2 2026, its #51 holding.
  • Sara-Bay Financial first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Sara-Bay Financial's Microsoft position peaked at $1.07M in Q2 2020.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.