SEC 13F Intelligence

Sageview Advisory Group, LLC / MSFT

Sageview Advisory Group, LLC’s Microsoft Corp Position

Does Sageview Advisory Group, LLC own Microsoft Corp (MSFT)? Yes — 66.6K shares worth $32M (+1.09% of its 13F portfolio) as of Q4 2025, down from 70.0K shares the prior filed quarter.

Position Value
$32M
Q4 2025
Shares
66.6K
% of Portfolio
+1.09%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $12MQ2 ’23: $15MQ2 ’23Q3 ’23: $15MQ4 ’23: $28MQ4 ’23Q2 ’24: $28MQ3 ’24: $22MQ3 ’24Q4 ’24: $28MQ1 ’25: $26MQ1 ’25Q2 ’25: $36MQ3 ’25: $36MQ3 ’25Q4 ’25: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202566.6K$32M+1.09%
Q3 202570.0K$36M+1.25%
Q2 202570.0K$36M+1.36%
Q1 202568.1K$26M+1.09%
Q4 202467.4K$28M+1.22%
Q3 202451.4K$22M+1.12%
Q2 202462.4K$28M+1.29%
Q4 202368.5K$28M+1.20%
Q3 202346.0K$15M+0.83%
Q2 202345.4K$15M+0.86%
Q1 202342.2K$12M+0.78%
Q4 202225.9K$6M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sageview Advisory Group, LLC’s full portfolio or all institutional holders of MSFT.