Sard Wealth Management Group’s Microsoft MSFT Stock Holding History

Sard Wealth Management 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	$1.67M	Buy	4,482 +12	+0.3%	+$4.86K	0.8%	17
2026 Q1	$1.65M	Sell	4,470 -47	-1%	-$19.7K	0.9%	15
2025 Q4	$2.18M	Buy	4,517 +335	+8%	+$168K	1.2%	15
2025 Q3	$2.17M	Buy	4,182 +481	+13%	+$245K	1.24%	15
2025 Q2	$1.84M	Sell	3,701 -109	-3%	-$47.3K	1.13%	15
2025 Q1	$1.43M	Buy	3,810 +3	+0.1%	+$1.22K	0.96%	15
2024 Q4	$1.6M	Sell	3,807 -21	-0.5%	-$8.95K	1.08%	14
2024 Q3	$1.65M	Sell	3,828 -4	-0.1%	-$1.71K	1.09%	14
2024 Q2	$1.71M	Sell	3,832 -439	-10%	-$185K	1.2%	14
2024 Q1	$1.8M	Buy	4,271 +1,411	+49%	+$571K	1.62%	12
2023 Q4	$1.08M	Buy	+2,860	New	+$1.02M	1.09%	14

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

Sard Wealth Management Group's MSFT Position: Q2 2026 in Review

Sard Wealth Management Group increased its Microsoft (MSFT) stake by 0.27% in Q2 2026, buying an estimated $4.86K and bringing the position to 4,482 shares worth $1.67M. The position accounts for 0.8% of the portfolio, ranked #17.

Sard Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sard Wealth Management Group held 4,482 shares of Microsoft worth $1.67M as of Q2 2026.
Sard Wealth Management Group bought 12 Microsoft shares in Q2 2026, an estimated $4.86K.
Microsoft made up 0.8% of Sard Wealth Management Group's portfolio in Q2 2026, its #17 holding.
Sard Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's Microsoft position peaked at $2.18M in Q4 2025.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.