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Sunburst Financial Group’s Microsoft MSFT Stock Holding History

Sunburst Financial Group’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
Q3 		$4.57M Sell
8,913
-28
-0.3% -$12.9K 0.72% 24
2026
Q2 		$3.34M Sell
8,941
-21
-0.2% -$8.5K 0.54% 27
2026
Q1 		$3.32M Buy
8,962
+335
+4% +$140K 0.61% 26
2025
Q4 		$4.17M Buy
8,627
+217
+3% +$109K 0.84% 21
2025
Q3 		$4.36M Buy
8,410
+33
+0.4% +$16.8K 0.92% 21
2025
Q2 		$4.17M Buy
8,377
+185
+2% +$80.3K 0.93% 20
2025
Q1 		$3.08M Sell
8,192
-419
-5% -$171K 0.76% 23
2024
Q4 		$3.63M Sell
8,611
-310
-3% -$132K 0.9% 22
2024
Q3 		$3.84M Buy
8,921
+150
+2% +$64.1K 0.97% 22
2024
Q2 		$3.92M Buy
8,771
+44
+0.5% +$18.6K 1.06% 21
2024
Q1 		$3.71M Sell
8,727
-304
-3% -$123K 1.05% 21
2023
Q4 		$3.4M Buy
9,031
+1,081
+14% +$385K 1.05% 19
2023
Q3 		$2.51M Buy
7,950
+47
+0.6% +$15.5K 0.89% 21
2023
Q2 		$2.69M Buy
7,903
+11
+0.1% +$3.45K 0.94% 22
2023
Q1 		$2.28M Sell
7,892
-11
-0.1% -$2.81K 0.84% 25
2022
Q4 		$1.9M Buy
7,903
+194
+3% +$46.6K 0.75% 26
2022
Q3 		$1.79M Buy
7,709
+103
+1% +$27.2K 0.87% 21
2022
Q2 		$1.95M Buy
7,606
+46
+0.6% +$12.5K 0.94% 21
2022
Q1 		$2.33M Sell
7,560
-129
-2% -$38.8K 1.15% 17
2021
Q4 		$2.59M Buy
7,689
+648
+9% +$210K 1.31% 16
2021
Q3 		$1.99M Buy
7,041
+268
+4% +$78K 1.23% 16
2021
Q2 		$1.83M Sell
6,773
-200
-3% -$50.8K 1.17% 16
2021
Q1 		$1.64M Buy
6,973
+147
+2% +$34.1K 1.15% 16
2020
Q4 		$1.52M Sell
6,826
-171
-2% -$36.8K 1.14% 15
2020
Q3 		$1.47M Sell
6,997
-407
-5% -$85.5K 1.25% 14
2020
Q2 		$1.51M Buy
7,404
+37
+0.5% +$6.72K 1.37% 13
2020
Q1 		$1.16M Sell
7,367
-148
-2% -$24.3K 1.23% 12
2019
Q4 		$1.19M Buy
+7,515
New +$1.1M 1.03% 13

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Sunburst Financial Group's MSFT Position: Q3 2026 in Review

Sunburst Financial Group reduced its Microsoft (MSFT) stake by 0.31% in Q3 2026, selling an estimated $12.9K and leaving 8,913 shares worth $4.57M. The position accounts for 0.72% of the portfolio, ranked #24.

Sunburst Financial Group first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 824 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sunburst Financial Group held 8,913 shares of Microsoft worth $4.57M as of Q3 2026.
  • Sunburst Financial Group sold 28 Microsoft shares in Q3 2026, an estimated $12.9K.
  • Microsoft made up 0.72% of Sunburst Financial Group's portfolio in Q3 2026, its #24 holding.
  • Sunburst Financial Group first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 824 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.