Signature Estate & Investment 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 | $89.4M | Sell |
239,512
-922
| -0.4% | -$373K | 1.61% | 17 |
|
|
2026
Q1 | $89M | Buy |
240,434
+2,728
| +1% | +$1.14M | 1.8% | 15 |
|
|
2025
Q4 | $115M | Buy |
237,706
+3,112
| +1% | +$1.56M | 2.32% | 8 |
|
|
2025
Q3 | $122M | Buy |
234,594
+11,262
| +5% | +$5.75M | 2.59% | 6 |
|
|
2025
Q2 | $111M | Sell |
223,332
-23,305
| -9% | -$10.1M | 2.56% | 7 |
|
|
2025
Q1 | $92.6M | Buy |
246,637
+85,520
| +53% | +$34.9M | 2.44% | 7 |
|
|
2024
Q4 | $67.9M | Buy |
161,117
+3,793
| +2% | +$1.62M | 1.7% | 15 |
|
|
2024
Q3 | $67.7M | Buy |
157,324
+3,878
| +3% | +$1.66M | 1.56% | 13 |
|
|
2024
Q2 | $68.6M | Buy |
153,446
+15,758
| +11% | +$6.65M | 1.72% | 10 |
|
|
2024
Q1 | $57.9M | Sell |
137,688
-7,010
| -5% | -$2.84M | 1.64% | 13 |
|
|
2023
Q4 | $54.4M | Sell |
144,698
-5,559
| -4% | -$1.98M | 1.6% | 15 |
|
|
2023
Q3 | $47.4M | Buy |
150,257
+1,677
| +1% | +$554K | 1.61% | 14 |
|
|
2023
Q2 | $50.6M | Sell |
148,580
-17,628
| -11% | -$5.52M | 1.68% | 14 |
|
|
2023
Q1 | $47.9M | Buy |
166,208
+3,258
| +2% | +$831K | 1.68% | 14 |
|
|
2022
Q4 | $39.1M | Buy |
162,950
+3,507
| +2% | +$842K | 1.41% | 24 |
|
|
2022
Q3 | $37.1M | Buy |
159,443
+4,284
| +3% | +$1.13M | 1.75% | 14 |
|
|
2022
Q2 | $39.9M | Buy |
155,159
+9,353
| +6% | +$2.54M | 2.01% | 14 |
|
|
2022
Q1 | $45M | Buy |
145,806
+97,173
| +200% | +$29.2M | 2.06% | 12 |
|
|
2021
Q4 | $16.4M | Buy |
48,633
+351
| +0.7% | +$114K | 0.73% | 29 |
|
|
2021
Q3 | $13.6M | Sell |
48,282
-1,893
| -4% | -$551K | 0.67% | 31 |
|
|
2021
Q2 | $13.6M | Buy |
50,175
+1,827
| +4% | +$464K | 0.61% | 33 |
|
|
2021
Q1 | $11.4M | Buy |
48,348
+3,586
| +8% | +$832K | 0.55% | 34 |
|
|
2020
Q4 | $9.96M | Buy |
44,762
+938
| +2% | +$202K | 0.54% | 35 |
|
|
2020
Q3 | $9.22M | Buy |
43,824
+2,177
| +5% | +$457K | 0.57% | 34 |
|
|
2020
Q2 | $8.47M | Sell |
41,647
-587
| -1% | -$107K | 0.6% | 34 |
|
|
2020
Q1 | $6.66M | Sell |
42,234
-4,468
| -10% | -$735K | 0.53% | 35 |
|
|
2019
Q4 | $7.37M | Buy |
46,702
+1,925
| +4% | +$283K | 0.45% | 41 |
|
|
2019
Q3 | $6.22M | Buy |
44,777
+2,196
| +5% | +$302K | 0.41% | 39 |
|
|
2019
Q2 | $5.7M | Sell |
42,581
-3,332
| -7% | -$423K | 0.38% | 43 |
|
|
2019
Q1 | $5.42M | Buy |
45,913
+3,075
| +7% | +$335K | 0.36% | 46 |
|
|
2018
Q4 | $4.35M | Buy |
42,838
+4,264
| +11% | +$457K | 0.38% | 45 |
|
|
2018
Q3 | $4.41M | Buy |
38,574
+32,129
| +499% | +$3.48M | 0.4% | 41 |
|
|
2018
Q2 | $636K | Buy |
6,445
+3,073
| +91% | +$298K | 0.06% | 103 |
|
|
2018
Q1 | $308K | Sell |
3,372
-647
| -16% | -$59.2K | 0.03% | 120 |
|
|
2017
Q4 | $344K | Buy |
4,019
+456
| +13% | +$37.4K | 0.04% | 122 |
|
|
2017
Q3 | $265K | Sell |
3,563
-179
| -5% | -$13.1K | 0.03% | 121 |
|
|
2017
Q2 | $258K | Sell |
3,742
-2,481
| -40% | -$170K | 0.03% | 114 |
|
|
2017
Q1 | $410K | Buy |
6,223
+3,152
| +103% | +$202K | 0.05% | 113 |
|
|
2016
Q4 | $191K | Buy |
3,071
+200
| +7% | +$12K | 0.03% | 121 |
|
|
2016
Q3 | $165K | Sell |
2,871
-1,684
| -37% | -$95.1K | 0.02% | 129 |
|
|
2016
Q2 | $233K | Buy |
+4,555
| New | +$237K | 0.04% | 106 |
|
|
2015
Q1 | – | Sell |
-2,228
| Closed | -$103K | – | 91 |
|
|
2014
Q4 | $103K | Buy |
+2,228
| New | +$105K | 0.03% | 81 |
|
Other funds holding MSFT
Signature Estate & Investment Advisors's MSFT Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its Microsoft (MSFT) stake by 0.38% in Q2 2026, selling an estimated $373K and leaving 239,512 shares worth $89.4M. The position accounts for 1.61% of the portfolio, ranked #17.
Signature Estate & Investment Advisors first reported a position in MSFT in Q4 2014 and has held it in 42 quarters since. The position peaked at $122M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Signature Estate & Investment Advisors held 239,512 shares of Microsoft worth $89.4M as of Q2 2026.
- Signature Estate & Investment Advisors sold 922 Microsoft shares in Q2 2026, an estimated $373K.
- Microsoft made up 1.61% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #17 holding.
- Signature Estate & Investment Advisors first reported a position in Microsoft in Q4 2014 and has held it in 42 quarters since.
- Signature Estate & Investment Advisors's Microsoft position peaked at $122M in Q3 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.