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Sound View Wealth Advisors Group’s Microsoft MSFT Stock Holding History

Sound View Wealth Advisors 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
Q1 		$34.8M Buy
94,047
+1,301
+1% +$544K 2.37% 8
2025
Q4 		$44.9M Buy
92,746
+167
+0.2% +$83.7K 3.01% 4
2025
Q3 		$48M Sell
92,579
-1,541
-2% -$786K 3.3% 2
2025
Q2 		$46.8M Buy
94,120
+2,373
+3% +$1.03M 3.46% 2
2025
Q1 		$34.4M Buy
91,747
+1,429
+2% +$583K 2.83% 3
2024
Q4 		$38.1M Buy
90,318
+3,337
+4% +$1.42M 3.07% 3
2024
Q3 		$37.4M Buy
86,981
+9,706
+13% +$4.15M 3.06% 3
2024
Q2 		$34.5M Sell
77,275
-171
-0.2% -$72.2K 3.56% 2
2024
Q1 		$32.6M Sell
77,446
-7,064
-8% -$2.86M 3.47% 2
2023
Q4 		$31.8M Buy
84,510
+61
+0.1% +$21.7K 3.51% 2
2023
Q3 		$26.7M Buy
84,449
+5,518
+7% +$1.82M 3.32% 2
2023
Q2 		$26.9M Sell
78,931
-4,806
-6% -$1.51M 3.52% 2
2023
Q1 		$24.1M Sell
83,737
-773
-0.9% -$197K 3.31% 2
2022
Q4 		$31.8M Buy
84,510
+23,022
+37% +$5.52M 3.51% 2
2022
Q3 		$14.3M Buy
61,488
+102
+0.2% +$26.9K 3.21% 2
2022
Q2 		$15.8M Buy
61,386
+825
+1% +$224K 3.3% 2
2022
Q1 		$18.7M Buy
60,561
+1,471
+2% +$443K 3.55% 2
2021
Q4 		$19.9M Sell
59,090
-362
-0.6% -$117K 3.76% 2
2021
Q3 		$16.8M Buy
59,452
+1,188
+2% +$346K 3.5% 2
2021
Q2 		$15.8M Buy
58,264
+59
+0.1% +$15K 3.32% 2
2021
Q1 		$13.7M Sell
58,205
-209
-0.4% -$48.5K 3.2% 2
2020
Q4 		$13M Buy
58,414
+1,428
+3% +$307K 3.17% 2
2020
Q3 		$12M Sell
56,986
-980
-2% -$206K 3.16% 2
2020
Q2 		$11.8M Buy
57,966
+8,425
+17% +$1.53M 3.32% 2
2020
Q1 		$7.81M Buy
49,541
+4,306
+10% +$708K 2.7% 3
2019
Q4 		$7.13M Sell
45,235
-1,014
-2% -$149K 2.01% 5
2019
Q3 		$6.43M Sell
46,249
-1,825
-4% -$251K 1.92% 7
2019
Q2 		$6.44M Buy
+48,074
New +$6.1M 1.9% 6

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound View Wealth Advisors Group's MSFT Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Microsoft (MSFT) stake by 1.4% in Q1 2026, buying an estimated $544K and bringing the position to 94,047 shares worth $34.8M. The position accounts for 2.37% of the portfolio, ranked #8.

Sound View Wealth Advisors Group first reported a position in MSFT in Q2 2019 and has held it in 28 quarters since. The position peaked at $48M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sound View Wealth Advisors Group held 94,047 shares of Microsoft worth $34.8M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,301 Microsoft shares in Q1 2026, an estimated $544K.
  • Microsoft made up 2.37% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #8 holding.
  • Sound View Wealth Advisors Group first reported a position in Microsoft in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Microsoft position peaked at $48M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.