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Strata Wealth Advisors’s Microsoft MSFT Stock Holding History

Strata Wealth 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
Q3 		$4.68M Buy
9,129
+1,324
+17% +$612K 1.1% 21
2026
Q2 		$2.91M Sell
7,805
-496
-6% -$201K 0.71% 23
2026
Q1 		$3.07M Sell
8,301
-1,556
-16% -$651K 0.84% 22
2025
Q4 		$4.77M Sell
9,857
-421
-4% -$211K 1.33% 14
2025
Q3 		$5.32M Buy
10,278
+137
+1% +$69.9K 1.41% 14
2025
Q2 		$5.04M Buy
10,141
+612
+6% +$266K 1.39% 14
2025
Q1 		$3.58M Sell
9,529
-748
-7% -$305K 1.11% 15
2024
Q4 		$4.33M Buy
10,277
+44
+0.4% +$18.7K 1.36% 13
2024
Q3 		$4.4M Sell
10,233
-202
-2% -$86.3K 1.42% 11
2024
Q2 		$4.66M Buy
10,435
+69
+0.7% +$29.1K 1.61% 9
2024
Q1 		$4.36M Buy
10,366
+3,573
+53% +$1.45M 1.53% 10
2023
Q4 		$2.55M Buy
6,793
+950
+16% +$338K 1.01% 19
2023
Q3 		$1.85M Buy
+5,843
New +$1.93M 0.89% 14
2023
Q1 		$4.26M Sell
14,786
-32
-0.2% -$8.16K 2.2% 9
2022
Q4 		$3.55M Buy
+14,818
New +$3.56M 1.97% 9

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Strata Wealth Advisors's MSFT Position: Q3 2026 in Review

Strata Wealth Advisors increased its Microsoft (MSFT) stake by 17% in Q3 2026, buying an estimated $612K and bringing the position to 9,129 shares worth $4.68M. The position accounts for 1.1% of the portfolio, ranked #21.

Strata Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.32M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Strata Wealth Advisors held 9,129 shares of Microsoft worth $4.68M as of Q3 2026.
  • Strata Wealth Advisors bought 1,324 Microsoft shares in Q3 2026, an estimated $612K.
  • Microsoft made up 1.1% of Strata Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Strata Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Strata Wealth Advisors's Microsoft position peaked at $5.32M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.