Seneca Financial Advisors
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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
Q3 		$1.62M Sell
3,159
-21
-0.7% -$9.7K 0.43% 28
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% +$238K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Seneca Financial Advisors's MSFT Position: Q3 2026 in Review

Seneca Financial Advisors reduced its Microsoft (MSFT) stake by 0.66% in Q3 2026, selling an estimated $9.7K and leaving 3,159 shares worth $1.62M. The position accounts for 0.43% of the portfolio, ranked #28.

Seneca Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q3 2025. 3,997 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Seneca Financial Advisors held 3,159 shares of Microsoft worth $1.62M as of Q3 2026.
  • Seneca Financial Advisors sold 21 Microsoft shares in Q3 2026, an estimated $9.7K.
  • Microsoft made up 0.43% of Seneca Financial Advisors's portfolio in Q3 2026, its #28 holding.
  • Seneca Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Seneca Financial Advisors's Microsoft position peaked at $1.79M in Q3 2025.
  • 3,997 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Seneca Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.