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	$2.61M	Hold	7,000	–	–	0.01%	522
2026 Q1	$2.59M	Buy	+7,000	New	+$2.93M	0.01%	515
2025 Q4	–	Sell	-8,200	Closed	-$4.11M	–	376
2025 Q3	$4.25M	Buy	+8,200	New	+$4.18M	0.03%	332
2025 Q2	–	Hold	0	–	–	–	918
2025 Q1	–	Hold	0	–	–	–	893
2024 Q4	–	Hold	0	–	-$129K	–	1393
2024 Q3	–	Hold	0	–	–	–	1205

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 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. 1,517 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.
1,517 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.