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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
Q2 		$34.9M Sell
93,606
-441
-0.5% -$178K 2.17% 8
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 $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

Sound View Wealth Advisors Group's MSFT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Microsoft (MSFT) stake by 0.47% in Q2 2026, selling an estimated $178K and leaving 93,606 shares worth $34.9M. The position accounts for 2.17% of the portfolio, ranked #8.

Sound View Wealth Advisors Group first reported a position in MSFT in Q2 2019 and has held it in 29 quarters since. The position peaked at $48M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sound View Wealth Advisors Group held 93,606 shares of Microsoft worth $34.9M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 441 Microsoft shares in Q2 2026, an estimated $178K.
  • Microsoft made up 2.17% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #8 holding.
  • Sound View Wealth Advisors Group first reported a position in Microsoft in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Microsoft position peaked at $48M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.