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Sonoma Private Wealth’s Microsoft MSFT Stock Holding History

Sonoma Private Wealth’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 		$8.32M Sell
22,313
-1,756
-7% -$710K 8.94% 1
2026
Q1 		$8.91M Buy
24,069
+710
+3% +$297K 10.97% 1
2025
Q4 		$11.3M Sell
23,359
-454
-2% -$228K 13.64% 1
2025
Q3 		$12.3M Sell
23,813
-713
-3% -$364K 14.73% 1
2025
Q2 		$12.2M Sell
24,526
-3,536
-13% -$1.54M 14.96% 1
2025
Q1 		$10.5M Buy
28,062
+21,477
+326% +$8.76M 14.61% 1
2024
Q4 		$2.78M Buy
6,585
+157
+2% +$66.9K 4.48% 3
2024
Q3 		$2.77M Buy
6,428
+39
+0.6% +$16.7K 4.31% 2
2024
Q2 		$2.86M Sell
6,389
-89
-1% -$37.6K 4.64% 2
2024
Q1 		$2.73M Sell
6,478
-121
-2% -$49K 4.38% 2
2023
Q4 		$2.48M Sell
6,599
-687
-9% -$245K 4.11% 6
2023
Q3 		$2.3M Buy
7,286
+46
+0.6% +$15.2K 4.2% 4
2023
Q2 		$2.47M Sell
7,240
-235
-3% -$73.7K 4.31% 4
2023
Q1 		$2.16M Buy
7,475
+744
+11% +$190K 4.28% 4
2022
Q4 		$1.61M Buy
+6,731
New +$1.62M 3.57% 5

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonoma Private Wealth's MSFT Position: Q2 2026 in Review

Sonoma Private Wealth reduced its Microsoft (MSFT) stake by 7.3% in Q2 2026, selling an estimated $710K and leaving 22,313 shares worth $8.32M. The position accounts for 8.94% of the portfolio, ranked #1.

Sonoma Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sonoma Private Wealth held 22,313 shares of Microsoft worth $8.32M as of Q2 2026.
  • Sonoma Private Wealth sold 1,756 Microsoft shares in Q2 2026, an estimated $710K.
  • Microsoft made up 8.94% of Sonoma Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Sonoma Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Sonoma Private Wealth's Microsoft position peaked at $12.3M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.