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Sterling Financial Group’s Microsoft MSFT Stock Holding History

Sterling 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
2025
Q3 		$2.08M Sell
4,007
-143
-3% -$72.9K 0.66% 21
2025
Q2 		$2.06M Sell
4,150
-1,337
-24% -$581K 0.69% 23
2025
Q1 		$2.06M Buy
5,487
+1,339
+32% +$546K 0.74% 21
2024
Q4 		$1.75M Hold
4,148
– – 0.65% 24
2024
Q3 		$1.78M Sell
4,148
-28
-0.7% -$12K 0.76% 18
2024
Q2 		$1.87M Buy
4,176
+29
+0.7% +$12.2K 0.85% 15
2024
Q1 		$1.74M Buy
4,147
+338
+9% +$137K 0.83% 15
2023
Q4 		$1.43M Buy
3,809
+396
+12% +$141K 0.85% 16
2023
Q3 		$1.08M Sell
3,413
-115
-3% -$38K 0.68% 20
2023
Q2 		$1.2M Buy
3,528
+9
+0.3% +$2.82K 0.8% 18
2023
Q1 		$844K Hold
3,519
– – 0.65% 22
2022
Q4 		$844K Buy
+3,519
New +$845K 0.65% 22

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sterling Financial Group's MSFT Position: Q3 2025 in Review

Sterling Financial Group reduced its Microsoft (MSFT) stake by 3.4% in Q3 2025, selling an estimated $72.9K and leaving 4,007 shares worth $2.08M. The position accounts for 0.66% of the portfolio, ranked #21.

Sterling Financial Group first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Sterling Financial Group held 4,007 shares of Microsoft worth $2.08M as of Q3 2025.
  • Sterling Financial Group sold 143 Microsoft shares in Q3 2025, an estimated $72.9K.
  • Microsoft made up 0.66% of Sterling Financial Group's portfolio in Q3 2025, its #21 holding.
  • Sterling Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.