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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sunburst Financial Group's MSFT Position: Q2 2026 in Review

Sunburst Financial Group reduced its Microsoft (MSFT) stake by 0.23% in Q2 2026, selling an estimated $8.5K and leaving 8,941 shares worth $3.34M. The position accounts for 0.54% of the portfolio, ranked #27.

Sunburst Financial Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.36M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sunburst Financial Group held 8,941 shares of Microsoft worth $3.34M as of Q2 2026.
  • Sunburst Financial Group sold 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 0.54% of Sunburst Financial Group's portfolio in Q2 2026, its #27 holding.
  • Sunburst Financial Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Microsoft position peaked at $4.36M in Q3 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.