S
MSFT icon

Sunpointe’s Microsoft MSFT Stock Holding History

Sunpointe’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 		$5.81M Sell
15,565
-313
-2% -$127K 1.65% 8
2026
Q1 		$5.88M Sell
15,878
-565
-3% -$236K 1.93% 7
2025
Q4 		$7.95M Buy
16,443
+825
+5% +$413K 2.64% 5
2025
Q3 		$8.09M Buy
15,618
+392
+3% +$200K 2.92% 5
2025
Q2 		$7.57M Buy
15,226
+2,467
+19% +$1.07M 3.01% 4
2025
Q1 		$4.79M Sell
12,759
-2,411
-16% -$983K 2.55% 9
2024
Q4 		$6.39M Buy
15,170
+142
+0.9% +$60.5K 3.21% 6
2024
Q3 		$6.47M Buy
15,028
+807
+6% +$345K 5.32% 1
2024
Q2 		$6.36M Buy
14,221
+718
+5% +$303K 4.13% 2
2024
Q1 		$5.68M Buy
13,503
+254
+2% +$103K 6.31% 1
2023
Q4 		$4.98M Buy
+13,249
New +$4.72M 6.33% 1

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

Sunpointe's MSFT Position: Q2 2026 in Review

Sunpointe reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $127K and leaving 15,565 shares worth $5.81M. The position accounts for 1.65% of the portfolio, ranked #8.

Sunpointe first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.09M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sunpointe held 15,565 shares of Microsoft worth $5.81M as of Q2 2026.
  • Sunpointe sold 313 Microsoft shares in Q2 2026, an estimated $127K.
  • Microsoft made up 1.65% of Sunpointe's portfolio in Q2 2026, its #8 holding.
  • Sunpointe first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Microsoft position peaked at $8.09M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.