Sullivan Wood Capital Management’s Microsoft MSFT Stock Holding History

Sullivan Wood Capital 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	$234K	Sell	627 -135	-18%	-$54.6K	0.32%	20
2026 Q1	$282K	Buy	762 +55	+8%	+$23K	0.49%	18
2025 Q4	$342K	Hold	707	–	–	0.52%	20
2025 Q3	$366K	Hold	707	–	–	0.54%	15
2025 Q2	$352K	Buy	+707	New	+$307K	0.73%	16

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sullivan Wood Capital Management's MSFT Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $54.6K and leaving 627 shares worth $234K. The position accounts for 0.32% of the portfolio, ranked #20.

Sullivan Wood Capital Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q3 2025. 2,431 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sullivan Wood Capital Management held 627 shares of Microsoft worth $234K as of Q2 2026.
Sullivan Wood Capital Management sold 135 Microsoft shares in Q2 2026, an estimated $54.6K.
Microsoft made up 0.32% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #20 holding.
Sullivan Wood Capital Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Sullivan Wood Capital Management's Microsoft position peaked at $366K in Q3 2025.
2,431 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.