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Sulzberger Capital Advisors’s Microsoft MSFT Stock Holding History

Sulzberger Capital Advisors’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 		$3.87M Sell
10,378
-667
-6% -$270K 3.78% 7
2026
Q1 		$4.09M Sell
11,045
-181
-2% -$75.7K 4.17% 6
2025
Q4 		$5.43M Buy
11,226
+201
+2% +$101K 5.48% 3
2025
Q3 		$5.71M Sell
11,025
-32
-0.3% -$16.3K 6.37% 3
2025
Q2 		$5.5M Sell
11,057
-284
-3% -$123K 6.44% 2
2025
Q1 		$4.26M Sell
11,341
-1,788
-14% -$729K 5.6% 3
2024
Q4 		$5.53M Buy
+13,129
New +$5.59M 6.26% 5

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sulzberger Capital Advisors's MSFT Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Microsoft (MSFT) stake by 6% in Q2 2026, selling an estimated $270K and leaving 10,378 shares worth $3.87M. The position accounts for 3.78% of the portfolio, ranked #7.

Sulzberger Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.71M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sulzberger Capital Advisors held 10,378 shares of Microsoft worth $3.87M as of Q2 2026.
  • Sulzberger Capital Advisors sold 667 Microsoft shares in Q2 2026, an estimated $270K.
  • Microsoft made up 3.78% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Sulzberger Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's Microsoft position peaked at $5.71M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.