SGWP
MSFT icon

Sun Group Wealth Partners’s Microsoft MSFT Stock Holding History

Sun Group Wealth Partners’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 		$2.27M Buy
6,098
+406
+7% +$164K 1.55% 18
2026
Q1 		$2.11M Sell
5,692
-15
-0.3% -$6.28K 1.66% 19
2025
Q4 		$2.76M Buy
+5,707
New +$2.86M 2.22% 12

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Group Wealth Partners's MSFT Position: Q2 2026 in Review

Sun Group Wealth Partners increased its Microsoft (MSFT) stake by 7.1% in Q2 2026, buying an estimated $164K and bringing the position to 6,098 shares worth $2.27M. The position accounts for 1.55% of the portfolio, ranked #18.

Sun Group Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q4 2025. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sun Group Wealth Partners held 6,098 shares of Microsoft worth $2.27M as of Q2 2026.
  • Sun Group Wealth Partners bought 406 Microsoft shares in Q2 2026, an estimated $164K.
  • Microsoft made up 1.55% of Sun Group Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Sun Group Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Microsoft position peaked at $2.76M in Q4 2025.
  • 6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.