Sun Financial’s Microsoft MSFT Stock Holding History

Sun 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 Q2	$3.1M	Buy	6,133 +785	+15%	+$318K	1.46%	17
2026 Q1	$2.19M	Buy	5,348 +249	+5%	+$104K	1.1%	23
2025 Q4	$2.47M	Buy	+5,099	New	+$2.56M	1.37%	17

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Financial's MSFT Position: Q2 2026 in Review

Sun Financial increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $318K and bringing the position to 6,133 shares worth $3.1M. The position accounts for 1.46% of the portfolio, ranked #17.

Sun Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sun Financial held 6,133 shares of Microsoft worth $3.1M as of Q2 2026.
Sun Financial bought 785 Microsoft shares in Q2 2026, an estimated $318K.
Microsoft made up 1.46% of Sun Financial's portfolio in Q2 2026, its #17 holding.
Sun Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.