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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sun Financial's MSFT Position: Q1 2026 in Review

Sun Financial increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $104K and bringing the position to 5,348 shares worth $2.19M. The position accounts for 1.1% of the portfolio, ranked #23.

Sun Financial first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2025. 6,196 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sun Financial held 5,348 shares of Microsoft worth $2.19M as of Q1 2026.
  • Sun Financial bought 249 Microsoft shares in Q1 2026, an estimated $104K.
  • Microsoft made up 1.1% of Sun Financial's portfolio in Q1 2026, its #23 holding.
  • Sun Financial first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Microsoft position peaked at $2.47M in Q4 2025.
  • 6,196 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.