Sterling Manor Financial
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Sterling Manor Financial’s Microsoft MSFT Stock Holding History

Sterling Manor 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 		$707K Buy
+1,379
New +$638K 0.41% 22
2026
Q1 		$510K Sell
1,379
-390
-22% -$163K 0.32% 24
2025
Q4 		$856K Sell
1,769
-45
-2% -$22.6K 0.53% 17
2025
Q3 		$940K Sell
1,814
-85
-4% -$43.4K 0.59% 17
2025
Q2 		$945K Buy
1,899
+13
+0.7% +$5.65K 0.63% 17
2025
Q1 		$708K Hold
1,886
– – 0.51% 18
2024
Q4 		$795K Sell
1,886
-95
-5% -$40.5K 0.55% 16
2024
Q3 		$852K Buy
1,981
+41
+2% +$17.5K 0.58% 16
2024
Q2 		$867K Sell
1,940
-50
-3% -$21.1K 0.66% 15
2024
Q1 		$837K Buy
1,990
+152
+8% +$61.5K 0.63% 15
2023
Q4 		$691K Sell
1,838
-156
-8% -$55.5K 0.59% 15
2023
Q3 		$630K Buy
1,994
+634
+47% +$210K 0.57% 18
2023
Q2 		$463K Buy
1,360
+220
+19% +$69K 0.39% 24
2023
Q1 		$329K Hold
1,140
– – 0.32% 35
2022
Q4 		$273K Sell
1,140
-254
-18% -$61K 0.3% 36
2022
Q3 		$325K Sell
1,394
-896
-39% -$237K 0.4% 32
2022
Q2 		$588K Sell
2,290
-205
-8% -$55.6K 0.72% 24
2022
Q1 		$769K Buy
2,495
+31
+1% +$9.33K 0.61% 27
2021
Q4 		$829K Hold
2,464
– – 0.65% 27
2021
Q3 		$695K Buy
2,464
+12
+0.5% +$3.49K 0.58% 27
2021
Q2 		$664K Sell
2,452
-59
-2% -$15K 0.53% 32
2021
Q1 		$592K Sell
2,511
-147
-6% -$34.1K 0.53% 31
2020
Q4 		$591K Buy
+2,658
New +$572K 0.55% 33

Other funds holding MSFT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Sterling Manor Financial's MSFT Position: Q3 2026 in Review

Sterling Manor Financial opened a new position in Microsoft (MSFT) in Q3 2026: 1,379 shares worth $707K. The stake represents 0.41% of the portfolio and ranks #22 among its holdings. This is a return to the name: Sterling Manor Financial previously reported a position in MSFT as recently as Q1 2026.

Sterling Manor Financial first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $945K in Q2 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sterling Manor Financial held 1,379 shares of Microsoft worth $707K as of Q3 2026.
  • Microsoft was a new Sterling Manor Financial position in Q3 2026.
  • Microsoft made up 0.41% of Sterling Manor Financial's portfolio in Q3 2026, its #22 holding.
  • Sterling Manor Financial first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sterling Manor Financial's Microsoft position peaked at $945K in Q2 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sterling Manor Financial's 13F filing for Q3 2026, filed 21 Oct 2026.