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SC&H Financial Advisors’s Microsoft MSFT Stock Holding History

SC&H Financial Advisors’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
Q3 		$7.95M Sell
15,498
-40
-0.3% -$18.5K 1.1% 18
2026
Q2 		$5.8M Sell
15,538
-142
-0.9% -$57.5K 0.77% 20
2026
Q1 		$5.8M Sell
15,680
-330
-2% -$138K 0.88% 20
2025
Q4 		$7.74M Sell
16,010
-79
-0.5% -$39.6K 1.2% 19
2025
Q3 		$8.33M Sell
16,089
-712
-4% -$363K 1.36% 17
2025
Q2 		$8.36M Buy
16,801
+25
+0.1% +$10.9K 1.43% 16
2025
Q1 		$6.3M Buy
16,776
+103
+0.6% +$42K 1.24% 17
2024
Q4 		$7.03M Buy
16,673
+1,509
+10% +$643K 1.45% 17
2024
Q3 		$6.53M Buy
15,164
+398
+3% +$170K 1.43% 15
2024
Q2 		$6.6M Buy
14,766
+251
+2% +$106K 1.62% 15
2024
Q1 		$6.11M Sell
14,515
-822
-5% -$333K 1.59% 15
2023
Q4 		$5.77M Buy
15,337
+1,001
+7% +$356K 1.66% 15
2023
Q3 		$4.53M Sell
14,336
-124
-0.9% -$41K 1.51% 14
2023
Q2 		$4.92M Sell
14,460
-563
-4% -$176K 1.63% 14
2023
Q1 		$4.33M Buy
15,023
+1,086
+8% +$277K 1.58% 14
2022
Q4 		$3.34M Sell
13,937
-630
-4% -$151K 1.38% 16
2022
Q3 		$3.39M Sell
14,567
-1,019
-7% -$269K 1.7% 16
2022
Q2 		$4M Buy
15,586
+1,903
+14% +$516K 1.87% 15
2022
Q1 		$4.22M Sell
13,683
-409
-3% -$123K 2.01% 11
2021
Q4 		$4.74M Buy
+14,092
New +$4.57M 2.62% 8

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

SC&H Financial Advisors's MSFT Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Microsoft (MSFT) stake by 0.26% in Q3 2026, selling an estimated $18.5K and leaving 15,498 shares worth $7.95M. The position accounts for 1.1% of the portfolio, ranked #18.

SC&H Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.36M in Q2 2025. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • SC&H Financial Advisors held 15,498 shares of Microsoft worth $7.95M as of Q3 2026.
  • SC&H Financial Advisors sold 40 Microsoft shares in Q3 2026, an estimated $18.5K.
  • Microsoft made up 1.1% of SC&H Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • SC&H Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Microsoft position peaked at $8.36M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.