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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
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% +$9.83K 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

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

Sterling Group Wealth Management's MSFT Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Microsoft (MSFT) stake by 4% in Q2 2026, selling an estimated $92.2K and leaving 5,530 shares worth $2.06M. The position accounts for 0.85% of the portfolio, ranked #15.

Sterling Group Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.8M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sterling Group Wealth Management held 5,530 shares of Microsoft worth $2.06M as of Q2 2026.
  • Sterling Group Wealth Management sold 228 Microsoft shares in Q2 2026, an estimated $92.2K.
  • Microsoft made up 0.85% of Sterling Group Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Sterling Group Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's Microsoft position peaked at $2.8M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.