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Sequoia Financial Advisors’s Microsoft MSFT Stock Holding History

Sequoia 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 		$37.3K Sell
100
-200
-67% -$80.9K ﹤0.01% 2136
2026
Q1 		$111K Buy
+300
New +$126K ﹤0.01% 1849
2025
Q4 		– Hold
0
– – – 1691

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Microsoft (MSFT) stake by 8.8% in Q2 2026, buying an estimated $29.7M and bringing the position to 906,219 shares worth $338M. The position accounts for 1.68% of the portfolio, ranked #9.

Sequoia Financial Advisors first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $412M in Q4 2025. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sequoia Financial Advisors held 906,219 shares of Microsoft worth $338M as of Q2 2026.
  • Sequoia Financial Advisors bought 73,426 Microsoft shares in Q2 2026, an estimated $29.7M.
  • Microsoft made up 1.68% of Sequoia Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Sequoia Financial Advisors first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Microsoft position peaked at $412M in Q4 2025.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.