Sunstone Asset Management’s Microsoft MSFT Stock Holding History

Sunstone Asset Management’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	–	Sell	-5,900	Closed	-$2.18M	–	69
2026 Q1	$2.18M	Buy	5,900 +1,000	+20%	+$418K	2.56%	13
2025 Q4	$2.37M	Buy	+4,900	New	+$2.46M	2.27%	9

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

Sunstone Asset Management's MSFT Position: Q2 2026 in Review

Sunstone Asset Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 5,900 shares — an estimated $2.18M sold.

Sunstone Asset Management first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $2.37M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sunstone Asset Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Sunstone Asset Management sold 5,900 Microsoft shares in Q2 2026, an estimated $2.18M.
Sunstone Asset Management first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
Sunstone Asset Management's Microsoft position peaked at $2.37M in Q4 2025.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sunstone Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.