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Seneca House Advisors’s Microsoft MSFT Stock Holding History

Seneca House 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
2025
Q1 		– Sell
-500
Closed -$211K – 89
2024
Q4 		$211K Buy
+500
New +$213K 0.08% 88

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 House Advisors's MSFT Position: Q2 2026 in Review

Seneca House Advisors reduced its Microsoft (MSFT) stake by 16% in Q2 2026, selling an estimated $1.95M and leaving 26,083 shares worth $9.73M. The position accounts for 3.44% of the portfolio, ranked #7.

Seneca House Advisors first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.7M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seneca House Advisors held 26,083 shares of Microsoft worth $9.73M as of Q2 2026.
  • Seneca House Advisors sold 4,822 Microsoft shares in Q2 2026, an estimated $1.95M.
  • Microsoft made up 3.44% of Seneca House Advisors's portfolio in Q2 2026, its #7 holding.
  • Seneca House Advisors first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • Seneca House Advisors's Microsoft position peaked at $15.7M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.