Sunesis Advisors’s Microsoft MSFT Stock Holding History

Sunesis Advisors’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	$422K	Sell	1,131 -376	-25%	-$152K	0.17%	42
2026 Q1	$558K	Buy	1,507 +425	+39%	+$178K	0.25%	35
2025 Q4	$523K	Hold	1,082	–	–	0.24%	35
2025 Q3	$560K	Buy	+1,082	New	+$552K	0.26%	33
2025 Q1	$406K	Hold	1,082	–	–	0.22%	34
2024 Q4	$456K	Buy	1,082 +65	+6%	+$27.7K	0.28%	31
2024 Q3	$438K	Hold	1,017	–	–	0.26%	33
2024 Q2	$455K	Hold	1,017	–	–	0.27%	34
2024 Q1	$428K	Hold	1,017	–	–	0.25%	37
2023 Q4	$382K	Hold	1,017	–	–	0.23%	44
2023 Q3	$321K	Buy	+1,017	New	+$336K	0.23%	48
2023 Q1	$293K	Buy	+1,017	New	+$259K	0.21%	54
2022 Q1	–	Sell	-621	Closed	-$209K	–	44
2021 Q4	$209K	Buy	+621	New	+$201K	0.15%	32

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 $3.37T AUM 44.26% 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

Sunesis Advisors's MSFT Position: Q2 2026 in Review

Sunesis Advisors reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $152K and leaving 1,131 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #42.

Sunesis Advisors first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $560K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sunesis Advisors held 1,131 shares of Microsoft worth $422K as of Q2 2026.
Sunesis Advisors sold 376 Microsoft shares in Q2 2026, an estimated $152K.
Microsoft made up 0.17% of Sunesis Advisors's portfolio in Q2 2026, its #42 holding.
Sunesis Advisors first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
Sunesis Advisors's Microsoft position peaked at $560K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.