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Sovereign Investment Advisors’s Microsoft MSFT Stock Holding History

Sovereign Investment 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 		$698K Hold
1,870
– – 0.13% 49
2026
Q1 		$692K Buy
+1,870
New +$782K 0.15% 44
2025
Q1 		– Sell
-3,962
Closed -$1.67M – 73
2024
Q4 		$1.67M Buy
+3,962
New +$1.69M 0.5% 31

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

Sovereign Investment Advisors's MSFT Position: Q2 2026 in Review

Sovereign Investment Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,870 shares worth $698K. The position accounts for 0.13% of the portfolio, ranked #49.

Sovereign Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2024. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sovereign Investment Advisors held 1,870 shares of Microsoft worth $698K as of Q2 2026.
  • Sovereign Investment Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.13% of Sovereign Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Sovereign Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • Sovereign Investment Advisors's Microsoft position peaked at $1.67M in Q4 2024.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.