SEC 13F Intelligence

Sun Group Wealth Partners / MSFT

Sun Group Wealth Partners’s Microsoft Corp Position

Does Sun Group Wealth Partners own Microsoft Corp (MSFT)? Yes5.7K shares worth $2M (+1.66% of its 13F portfolio) as of Q1 2026, down from 5.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.7K
% of Portfolio
+1.66%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.7K$2M+1.66%
Q4 20255.7K$3M+2.22%

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