Sound View Wealth Advisors Group, LLC / MSFT
Sound View Wealth Advisors Group, LLC’s Microsoft Corp Position
Does Sound View Wealth Advisors Group, LLC own Microsoft Corp (MSFT)? Yes — 94.0K shares worth $35M (+2.37% of its 13F portfolio) as of Q1 2026, up from 92.7K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
94.0K
% of Portfolio
+2.37%
Quarters Held
28
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 94.0K | $35M | +2.37% |
| Q4 2025 | 92.7K | $45M | +3.01% |
| Q3 2025 | 92.6K | $48M | +3.30% |
| Q2 2025 | 94.1K | $47M | +3.46% |
| Q1 2025 | 91.7K | $34M | +2.83% |
| Q4 2024 | 90.3K | $38M | +3.07% |
| Q3 2024 | 87.0K | $37M | +3.06% |
| Q2 2024 | 77.3K | $35M | +3.56% |
| Q1 2024 | 77.4K | $33M | +3.47% |
| Q4 2023 | 84.5K | $32M | +3.51% |
| Q3 2023 | 84.4K | $27M | +3.32% |
| Q2 2023 | 78.9K | $27M | +3.52% |
| Q1 2023 | 83.7K | $24M | +3.31% |
| Q4 2022 | 84.5K | $32M | +3.51% |
| Q3 2022 | 61.5K | $14M | +3.21% |
| Q2 2022 | 61.4K | $16M | +3.30% |
| Q1 2022 | 60.6K | $19M | +3.55% |
| Q4 2021 | 59.1K | $20M | +3.76% |
| Q3 2021 | 59.5K | $17M | +3.50% |
| Q2 2021 | 58.3K | $16M | +3.32% |
| Q1 2021 | 58.2K | $14M | +3.20% |
| Q4 2020 | 58.4K | $13M | +3.17% |
| Q3 2020 | 57.0K | $12M | +3.16% |
| Q2 2020 | 58.0K | $12M | +3.32% |
| Q1 2020 | 49.5K | $8M | +2.70% |
| Q4 2019 | 45.2K | $7M | +2.01% |
| Q3 2019 | 46.2K | $6M | +1.92% |
| Q2 2019 | 48.1K | $6M | +1.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound View Wealth Advisors Group, LLC’s full portfolio or all institutional holders of MSFT.