Sovran Advisors’s Microsoft MSFT Stock Holding History

Sovran 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	$25.4M	Buy	64,611 +5,499	+9%	+$2.22M	1.89%	3
2026 Q1	$24.1M	Buy	59,112 +11,105	+23%	+$4.65M	1.89%	3
2025 Q4	$21.9M	Buy	48,007 +6,974	+17%	+$3.49M	1.86%	3
2025 Q3	$21.6M	Buy	41,033 +1,202	+3%	+$613K	1.91%	5
2025 Q2	$19.8M	Buy	39,831 +3,221	+9%	+$1.4M	2.07%	3
2025 Q1	$13.5M	Buy	36,610 +12,254	+50%	+$5M	1.75%	5
2024 Q4	$10.1M	Buy	+24,356	New	+$10.4M	1.44%	10

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sovran Advisors's MSFT Position: Q2 2026 in Review

Sovran Advisors increased its Microsoft (MSFT) stake by 9.3% in Q2 2026, buying an estimated $2.22M and bringing the position to 64,611 shares worth $25.4M. The position accounts for 1.89% of the portfolio, ranked #3.

Sovran Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sovran Advisors held 64,611 shares of Microsoft worth $25.4M as of Q2 2026.
Sovran Advisors bought 5,499 Microsoft shares in Q2 2026, an estimated $2.22M.
Microsoft made up 1.89% of Sovran Advisors's portfolio in Q2 2026, its #3 holding.
Sovran Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.