Sterling Group Wealth Management
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Sterling Group Wealth Management’s Microsoft MSFT Stock Holding History

Sterling Group Wealth Management’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 		$2.36M Sell
4,594
-936
-17% -$433K 0.92% 15
2026
Q2 		$2.06M Sell
5,530
-228
-4% -$92.2K 0.85% 15
2026
Q1 		$2.13M Buy
5,758
+669
+13% +$280K 1.01% 14
2025
Q4 		$2.46M Sell
5,089
-326
-6% -$163K 1.19% 13
2025
Q3 		$2.8M Sell
5,415
-50
-0.9% -$25.5K 1.39% 12
2025
Q2 		$2.72M Sell
5,465
-90
-2% -$39.1K 1.5% 12
2025
Q1 		$2.09M Buy
5,555
+15
+0.3% +$6.12K 1.12% 14
2024
Q4 		$2.33M Buy
5,540
+25
+0.5% +$10.6K 1.21% 13
2024
Q3 		$2.37M Buy
5,515
+23
+0.4% +$9.8K 1.26% 13
2024
Q2 		$2.45M Buy
+5,492
New +$2.32M 1.41% 13
2024
Q1 		– Sell
-5,548
Closed -$2.09M – 29
2023
Q4 		$2.09M Sell
5,548
-109
-2% -$38.8K 1.62% 11
2023
Q3 		$1.79M Buy
5,657
+100
+2% +$33K 1.69% 9
2023
Q2 		$1.89M Buy
5,557
+238
+4% +$74.6K 1.64% 9
2023
Q1 		$1.53M Buy
5,319
+789
+17% +$201K 1.45% 10
2022
Q4 		$1.09M Buy
+4,530
New +$1.09M 1.07% 13

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sterling Group Wealth Management's MSFT Position: Q3 2026 in Review

Sterling Group Wealth Management reduced its Microsoft (MSFT) stake by 17% in Q3 2026, selling an estimated $433K and leaving 4,594 shares worth $2.36M. The position accounts for 0.92% of the portfolio, ranked #15.

Sterling Group Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q3 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sterling Group Wealth Management held 4,594 shares of Microsoft worth $2.36M as of Q3 2026.
  • Sterling Group Wealth Management sold 936 Microsoft shares in Q3 2026, an estimated $433K.
  • Microsoft made up 0.92% of Sterling Group Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Sterling Group Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Sterling Group Wealth Management's Microsoft position peaked at $2.8M in Q3 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sterling Group Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.