Sentinel Pension Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.72M Buy
4,376
+284
+7% +$115K 0.23% 46
2026
Q1
$1.51M Buy
4,092
+231
+6% +$96.7K 0.22% 45
2025
Q4
$1.87M Buy
3,861
+123
+3% +$61.6K 0.29% 41
2025
Q3
$1.94M Sell
3,738
-7,183
-66% -$3.66M 0.31% 39
2025
Q2
$5.43M Buy
10,921
+92
+0.8% +$40K 0.91% 22
2025
Q1
$4.06M Buy
10,829
+24
+0.2% +$9.79K 0.75% 24
2024
Q4
$4.55M Sell
10,805
-25
-0.2% -$10.6K 0.84% 24
2024
Q3
$4.66M Buy
10,830
+6,827
+171% +$2.92M 0.9% 22
2024
Q2
$1.79M Buy
4,003
+32
+0.8% +$13.5K 0.37% 41
2024
Q1
$1.67M Sell
3,971
-33
-0.8% -$13.4K 0.36% 41
2023
Q4
$1.51M Buy
4,004
+67
+2% +$23.8K 0.36% 40
2023
Q3
$1.24M Buy
3,937
+188
+5% +$62.1K 0.3% 45
2023
Q2
$1.28M Buy
3,749
+2
+0.1% +$627 0.31% 47
2023
Q1
$1.07M Buy
3,747
+1
+0% +$255 0.27% 51
2022
Q4
$898K Buy
3,746
+39
+1% +$9.36K 0.28% 48
2022
Q3
$863K Buy
3,707
+356
+11% +$94K 0.3% 48
2022
Q2
$861K Buy
3,351
+149
+5% +$40.4K 0.29% 50
2022
Q1
$987K Sell
3,202
-1,055
-25% -$317K 0.33% 49
2021
Q4
$1.43M Buy
4,257
+1,140
+37% +$370K 0.45% 39
2021
Q3
$879K Buy
3,117
+52
+2% +$15.1K 0.3% 46
2021
Q2
$830K Buy
3,065
+279
+10% +$70.9K 0.29% 46
2021
Q1
$654K Sell
2,786
-352
-11% -$81.7K 0.24% 45
2020
Q4
$698K Sell
3,138
-1,580
-33% -$340K 0.26% 45
2020
Q3
$992K Buy
4,718
+1,618
+52% +$340K 0.38% 45
2020
Q2
$631K Buy
3,100
+1
+0% +$182 0.26% 46
2020
Q1
$489K Buy
3,099
+301
+11% +$49.5K 0.24% 50
2019
Q4
$441K Buy
+2,798
New +$411K 0.29% 40

Other funds holding MSFT

Sentinel Pension Advisors's MSFT Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $115K and bringing the position to 4,376 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #46.

Sentinel Pension Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.43M in Q2 2025. 2,641 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sentinel Pension Advisors held 4,376 shares of Microsoft worth $1.72M as of Q2 2026.
  • Sentinel Pension Advisors bought 284 Microsoft shares in Q2 2026, an estimated $115K.
  • Microsoft made up 0.23% of Sentinel Pension Advisors's portfolio in Q2 2026, its #46 holding.
  • Sentinel Pension Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Sentinel Pension Advisors's Microsoft position peaked at $5.43M in Q2 2025.
  • 2,641 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.