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Sightline Wealth Advisors’s Microsoft MSFT Stock Holding History

Sightline Wealth Advisors’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 		$1.23M Buy
3,308
+50
+2% +$20.2K 0.45% 38
2026
Q1 		$1.21M Buy
3,258
+2
+0.1% +$837 0.51% 35
2025
Q4 		$1.57M Sell
3,256
-23
-0.7% -$11.5K 0.67% 31
2025
Q3 		$1.7M Sell
3,279
-52
-2% -$26.5K 0.77% 28
2025
Q2 		$1.66M Buy
3,331
+170
+5% +$73.8K 0.8% 25
2025
Q1 		$1.19M Buy
3,161
+2
+0.1% +$815 0.63% 32
2024
Q4 		$1.33M Buy
3,159
+1
+0% +$426 0.72% 30
2024
Q3 		$1.36M Buy
3,158
+1
+0% +$427 0.75% 28
2024
Q2 		$1.41M Buy
3,157
+221
+8% +$93.3K 0.88% 24
2024
Q1 		$1.24M Buy
2,936
+13
+0.4% +$5.26K 0.81% 29
2023
Q4 		$1.1M Buy
2,923
+2
+0.1% +$712 0.84% 28
2023
Q3 		$922K Sell
2,921
-416
-12% -$137K 0.86% 28
2023
Q2 		$962K Buy
3,337
+29
+0.9% +$9.09K 0.96% 22
2023
Q1 		$954K Sell
3,308
-636
-16% -$162K 0.97% 21
2022
Q4 		$946K Buy
3,944
+1,256
+47% +$301K 1.02% 22
2022
Q3 		$647K Buy
2,688
+2
+0.1% +$528 0.76% 22
2022
Q2 		$686K Buy
2,686
+2
+0.1% +$543 0.67% 23
2022
Q1 		$828K Buy
2,684
+1
+0% +$301 0.69% 22
2021
Q4 		$903K Buy
2,683
+96
+4% +$31.1K 0.81% 18
2021
Q3 		$729K Buy
2,587
+1
+0% +$291 0.61% 24
2021
Q2 		$701K Buy
2,586
+1
+0% +$254 0.58% 25
2021
Q1 		$614K Sell
2,585
-27
-1% -$6.26K 0.57% 29
2020
Q4 		$581K Buy
+2,612
New +$562K 0.57% 32

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Sightline Wealth Advisors's MSFT Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 3,308 shares worth $1.23M. The position accounts for 0.45% of the portfolio, ranked #38.

Sightline Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sightline Wealth Advisors held 3,308 shares of Microsoft worth $1.23M as of Q2 2026.
  • Sightline Wealth Advisors bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
  • Microsoft made up 0.45% of Sightline Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Sightline Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's Microsoft position peaked at $1.7M in Q3 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.