Stage Harbor Financial
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Stage Harbor Financial’s Microsoft MSFT Stock Holding History

Stage Harbor Financial’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
Q3 		$1M Buy
1,957
+427
+28% +$197K 0.57% 27
2026
Q2 		$571K Buy
1,530
+255
+20% +$103K 0.33% 35
2026
Q1 		$472K Sell
1,275
-410
-24% -$172K 0.31% 35
2025
Q4 		$815K Sell
1,685
-163
-9% -$81.7K 0.55% 23
2025
Q3 		$957K Sell
1,848
-19
-1% -$9.7K 0.7% 20
2025
Q2 		$929K Sell
1,867
-262
-12% -$114K 0.75% 20
2025
Q1 		$799K Sell
2,129
-272
-11% -$111K 0.68% 20
2024
Q4 		$1.01M Sell
2,401
-125
-5% -$53.2K 0.88% 18
2024
Q3 		$1.05M Buy
2,526
+32
+1% +$13.7K 0.96% 18
2024
Q2 		$1.11M Buy
2,494
+54
+2% +$22.8K 1.08% 16
2024
Q1 		$1.03M Buy
2,440
+10
+0.4% +$4.05K 0.93% 18
2023
Q4 		$914K Buy
+2,430
New +$865K 0.88% 19

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Stage Harbor Financial's MSFT Position: Q3 2026 in Review

Stage Harbor Financial increased its Microsoft (MSFT) stake by 28% in Q3 2026, buying an estimated $197K and bringing the position to 1,957 shares worth $1M. The position accounts for 0.57% of the portfolio, ranked #27.

Stage Harbor Financial first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2024. 5,045 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stage Harbor Financial held 1,957 shares of Microsoft worth $1M as of Q3 2026.
  • Stage Harbor Financial bought 427 Microsoft shares in Q3 2026, an estimated $197K.
  • Microsoft made up 0.57% of Stage Harbor Financial's portfolio in Q3 2026, its #27 holding.
  • Stage Harbor Financial first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Stage Harbor Financial's Microsoft position peaked at $1.11M in Q2 2024.
  • 5,045 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.