Sterling Investment Advisors (Missouri)’s Microsoft MSFT Stock Holding History

Sterling Investment Advisors (Missouri)’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	$327K	Sell	877 -34	-4%	-$13.8K	0.15%	32
2026 Q1	$338K	Buy	911 +94	+12%	+$39.3K	0.16%	31
2025 Q4	$395K	Buy	817 +2	+0.2%	+$1K	0.19%	26
2025 Q3	$423K	Buy	815 +255	+46%	+$130K	0.21%	26
2025 Q2	$380K	Sell	560 -235	-30%	-$102K	0.2%	27
2025 Q1	$298K	Sell	795 -12	-1%	-$4.89K	0.17%	27
2024 Q4	$340K	Hold	807	–	–	0.2%	25
2024 Q3	$347K	Sell	807 -1	-0.1%	-$427	0.2%	25
2024 Q2	$361K	Buy	808 +31	+4%	+$13.1K	0.22%	25
2024 Q1	$327K	Hold	777	–	–	0.19%	25
2023 Q4	$292K	Buy	777 +1	+0.1%	+$356	0.18%	25
2023 Q3	$245K	Buy	776 +133	+21%	+$43.9K	0.16%	26
2023 Q2	$219K	Buy	+643	New	+$202K	0.14%	29
2022 Q1	–	Sell	-643	Closed	-$216K	–	32
2021 Q4	$216K	Buy	+643	New	+$208K	0.12%	28

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s MSFT Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its Microsoft (MSFT) stake by 3.7% in Q2 2026, selling an estimated $13.8K and leaving 877 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #32.

Sterling Investment Advisors (Missouri) first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $423K in Q3 2025. 4,041 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sterling Investment Advisors (Missouri) held 877 shares of Microsoft worth $327K as of Q2 2026.
Sterling Investment Advisors (Missouri) sold 34 Microsoft shares in Q2 2026, an estimated $13.8K.
Microsoft made up 0.15% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #32 holding.
Sterling Investment Advisors (Missouri) first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
Sterling Investment Advisors (Missouri)'s Microsoft position peaked at $423K in Q3 2025.
4,041 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.