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Sovereign Financial Group’s Microsoft MSFT Stock Holding History

Sovereign Financial 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 		$5.22M Sell
13,983
-686
-5% -$278K 0.8% 24
2026
Q1 		$5.43M Sell
14,669
-258
-2% -$108K 0.94% 23
2025
Q4 		$7.22M Sell
14,927
-743
-5% -$372K 1.24% 17
2025
Q3 		$8.12M Buy
15,670
+551
+4% +$281K 1.52% 15
2025
Q2 		$7.52M Sell
15,119
-402
-3% -$175K 1.55% 14
2025
Q1 		$5.83M Buy
15,521
+866
+6% +$353K 1.34% 15
2024
Q4 		$6.18M Buy
14,655
+277
+2% +$118K 1.42% 16
2024
Q3 		$6.19M Sell
14,378
-466
-3% -$199K 1.45% 15
2024
Q2 		$6.63M Buy
14,844
+1,162
+8% +$491K 1.65% 13
2024
Q1 		$5.76M Buy
13,682
+779
+6% +$315K 1.53% 13
2023
Q4 		$4.85M Sell
12,903
-98
-0.8% -$34.9K 1.48% 14
2023
Q3 		$4.1M Sell
13,001
-1,901
-13% -$628K 1.46% 14
2023
Q2 		$5.07M Buy
14,902
+2,250
+18% +$705K 1.65% 12
2023
Q1 		$3.65M Buy
12,652
+599
+5% +$153K 1.35% 17
2022
Q4 		$2.89M Buy
12,053
+3,356
+39% +$805K 1.14% 19
2022
Q3 		$2.03M Buy
8,697
+138
+2% +$36.4K 0.82% 26
2022
Q2 		$2.2M Sell
8,559
-202
-2% -$54.8K 0.87% 27
2022
Q1 		$2.7M Buy
8,761
+1,513
+21% +$455K 1% 22
2021
Q4 		$2.44M Buy
7,248
+1,461
+25% +$474K 0.98% 23
2021
Q3 		$1.63M Buy
5,787
+316
+6% +$91.9K 0.94% 23
2021
Q2 		$1.29M Hold
5,471
– – 0.78% 35
2021
Q1 		$1.29M Buy
5,471
+1,724
+46% +$400K 0.81% 33
2020
Q4 		$833K Buy
+3,747
New +$806K 0.6% 44

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sovereign Financial Group's MSFT Position: Q2 2026 in Review

Sovereign Financial Group reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $278K and leaving 13,983 shares worth $5.22M. The position accounts for 0.8% of the portfolio, ranked #24.

Sovereign Financial Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.12M in Q3 2025. 2,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sovereign Financial Group held 13,983 shares of Microsoft worth $5.22M as of Q2 2026.
  • Sovereign Financial Group sold 686 Microsoft shares in Q2 2026, an estimated $278K.
  • Microsoft made up 0.8% of Sovereign Financial Group's portfolio in Q2 2026, its #24 holding.
  • Sovereign Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Microsoft position peaked at $8.12M in Q3 2025.
  • 2,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.