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Seneca Financial Advisors’s Microsoft MSFT Stock Holding History

Seneca 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
Q2 		$1.19M Sell
3,180
-4
-0.1% -$1.62K 0.31% 33
2026
Q1 		$1.18M Buy
3,184
+9
+0.3% +$3.77K 0.35% 32
2025
Q4 		$1.54M Sell
3,175
-286
-8% -$143K 0.47% 28
2025
Q3 		$1.79M Sell
3,461
-21
-0.6% -$10.7K 0.59% 23
2025
Q2 		$1.73M Sell
3,482
-1
-0% -$434 0.67% 24
2025
Q1 		$1.31M Sell
3,483
-75
-2% -$30.6K 0.63% 27
2024
Q4 		$1.5M Hold
3,558
– – 0.74% 22
2024
Q3 		$1.53M Sell
3,558
-176
-5% -$75.2K 0.74% 24
2024
Q2 		$1.67M Buy
3,734
+78
+2% +$32.9K 0.86% 20
2024
Q1 		$1.54M Sell
3,656
-34
-0.9% -$13.8K 0.82% 24
2023
Q4 		$1.39M Sell
3,690
-4
-0.1% -$1.42K 0.81% 26
2023
Q3 		$1.17M Sell
3,694
-98
-3% -$32.4K 0.8% 23
2023
Q2 		$1.29M Sell
3,792
-178
-4% -$55.8K 0.86% 22
2023
Q1 		$1.14M Buy
3,970
+935
+31% +$239K 0.74% 24
2022
Q4 		$728K Sell
3,035
-15
-0.5% -$3.6K 0.46% 27
2022
Q3 		$710K Buy
3,050
+16
+0.5% +$4.22K 0.51% 26
2022
Q2 		$779K Sell
3,034
-3
-0.1% -$814 0.52% 29
2022
Q1 		$936K Sell
3,037
-49
-2% -$14.7K 0.57% 27
2021
Q4 		$1.04M Buy
3,086
+1,824
+145% +$591K 0.61% 24
2021
Q3 		$356K Buy
1,262
+5
+0.4% +$1.46K 0.24% 31
2021
Q2 		$341K Sell
1,257
-54
-4% -$13.7K 0.22% 33
2021
Q1 		$309K Buy
1,311
+108
+9% +$25.1K 0.22% 33
2020
Q4 		$268K Buy
+1,203
New +$259K 0.2% 34

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Seneca Financial Advisors's MSFT Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Microsoft (MSFT) stake by 0.13% in Q2 2026, selling an estimated $1.62K and leaving 3,180 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #33.

Seneca Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seneca Financial Advisors held 3,180 shares of Microsoft worth $1.19M as of Q2 2026.
  • Seneca Financial Advisors sold 4 Microsoft shares in Q2 2026, an estimated $1.62K.
  • Microsoft made up 0.31% of Seneca Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Seneca Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's Microsoft position peaked at $1.79M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.