Strategic 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 | $22M | Sell |
59,037
-9,396
| -14% | -$3.8M | 4.82% | 4 |
|
|
2026
Q1 | $25.3M | Sell |
68,433
-1,657
| -2% | -$693K | 4.21% | 4 |
|
|
2025
Q4 | $33.9M | Sell |
70,090
-1,082
| -2% | -$542K | 5.31% | 3 |
|
|
2025
Q3 | $36.9M | Buy |
71,172
+6,573
| +10% | +$3.35M | 5.92% | 2 |
|
|
2025
Q2 | $32.1M | Sell |
64,599
-3,153
| -5% | -$1.37M | 6.32% | 2 |
|
|
2025
Q1 | $25.4M | Buy |
67,752
+229
| +0.3% | +$93.4K | 4.9% | 2 |
|
|
2024
Q4 | $28.5M | Buy |
67,523
+4,209
| +7% | +$1.79M | 5.14% | 3 |
|
|
2024
Q3 | $27.2M | Sell |
63,314
-8,308
| -12% | -$3.55M | 5.08% | 2 |
|
|
2024
Q2 | $32M | Sell |
71,622
-7,211
| -9% | -$3.05M | 6.21% | 2 |
|
|
2024
Q1 | $33.2M | Sell |
78,833
-11,490
| -13% | -$4.65M | 6.54% | 2 |
|
|
2023
Q4 | $34M | Sell |
90,323
-848
| -0.9% | -$302K | 6.43% | 2 |
|
|
2023
Q3 | $28.8M | Buy |
91,171
+2,229
| +3% | +$737K | 5.68% | 2 |
|
|
2023
Q2 | $30.3M | Sell |
88,942
-2,083
| -2% | -$653K | 5.77% | 2 |
|
|
2023
Q1 | $26.2M | Sell |
91,025
-2,359
| -3% | -$602K | 5.31% | 2 |
|
|
2022
Q4 | $22.4M | Sell |
93,384
-297
| -0.3% | -$71.3K | 4.99% | 2 |
|
|
2022
Q3 | $21.8M | Buy |
93,681
+596
| +0.6% | +$157K | 4.84% | 2 |
|
|
2022
Q2 | $23.9M | Buy |
93,085
+2,588
| +3% | +$702K | 5% | 2 |
|
|
2022
Q1 | $27.9M | Sell |
90,497
-7,861
| -8% | -$2.37M | 4.84% | 2 |
|
|
2021
Q4 | $33.1M | Buy |
98,358
+13,004
| +15% | +$4.22M | 4.71% | 2 |
|
|
2021
Q3 | $24.1M | Buy |
85,354
+8,332
| +11% | +$2.42M | 5.18% | 3 |
|
|
2021
Q2 | $20.9M | Buy |
77,022
+2,892
| +4% | +$735K | 5.43% | 4 |
|
|
2021
Q1 | $17.5M | Sell |
74,130
-266
| -0.4% | -$61.7K | 5.07% | 4 |
|
|
2020
Q4 | $16.2M | Buy |
74,396
+1,945
| +3% | +$418K | 4.69% | 4 |
|
|
2020
Q3 | $15.2M | Sell |
72,451
-5,521
| -7% | -$1.16M | 5.11% | 4 |
|
|
2020
Q2 | $16.5M | Sell |
77,972
-2,618
| -3% | -$475K | 6.16% | 4 |
|
|
2020
Q1 | $13.3M | Buy |
80,590
+27
| +0% | +$4.44K | 5.8% | 3 |
|
|
2019
Q4 | $12.7M | Sell |
80,563
-1,526
| -2% | -$224K | 4.43% | 3 |
|
|
2019
Q3 | $11.4M | Buy |
82,089
+1,275
| +2% | +$175K | 4.28% | 3 |
|
|
2019
Q2 | $10.8M | Buy |
80,814
+272
| +0.3% | +$34.5K | 4.12% | 4 |
|
|
2019
Q1 | $9.5M | Sell |
80,542
-2,371
| -3% | -$259K | 3.67% | 4 |
|
|
2018
Q4 | $8.42M | Buy |
82,913
+1,966
| +2% | +$211K | 3.68% | 4 |
|
|
2018
Q3 | $9.26M | Buy |
80,947
+1,076
| +1% | +$117K | 3.39% | 4 |
|
|
2018
Q2 | $7.88M | Buy |
79,871
+898
| +1% | +$87K | 3.16% | 4 |
|
|
2018
Q1 | $7.21M | Buy |
78,973
+4,226
| +6% | +$386K | 2.98% | 5 |
|
|
2017
Q4 | $6.39M | Sell |
74,747
-510
| -0.7% | -$41.8K | 2.61% | 6 |
|
|
2017
Q3 | $5.61M | Buy |
75,257
+982
| +1% | +$71.7K | 2.43% | 7 |
|
|
2017
Q2 | $5.12M | Sell |
74,275
-2,129
| -3% | -$146K | 2.34% | 7 |
|
|
2017
Q1 | $5.03M | Sell |
76,404
-2,733
| -3% | -$175K | 2.38% | 7 |
|
|
2016
Q4 | $4.92M | Buy |
79,137
+2,764
| +4% | +$166K | 2.58% | 8 |
|
|
2016
Q3 | $4.4M | Buy |
76,373
+2,546
| +3% | +$144K | 2.46% | 6 |
|
|
2016
Q2 | $3.78M | Buy |
73,827
+2,343
| +3% | +$122K | 2.18% | 8 |
|
|
2016
Q1 | $3.95M | Buy |
71,484
+4,567
| +7% | +$239K | 2.25% | 7 |
|
|
2015
Q4 | $3.71M | Sell |
66,917
-1,519
| -2% | -$79.9K | 2.43% | 7 |
|
|
2015
Q3 | $3.03M | Buy |
68,436
+2,339
| +4% | +$105K | 2.1% | 11 |
|
|
2015
Q2 | $2.92M | Sell |
66,097
-8,285
| -11% | -$378K | 1.86% | 16 |
|
|
2015
Q1 | $3.1M | Buy |
74,382
+4,431
| +6% | +$193K | 1.99% | 10 |
|
|
2014
Q4 | $3.25M | Sell |
69,951
-1,956
| -3% | -$91.8K | 2.12% | 9 |
|
|
2014
Q3 | $3.33M | Sell |
71,907
-2,475
| -3% | -$110K | 2.19% | 9 |
|
|
2014
Q2 | $3.1M | Sell |
74,382
-2,171
| -3% | -$87.9K | 1.98% | 10 |
|
|
2014
Q1 | $3.14M | Sell |
76,553
-388
| -0.5% | -$14.6K | 2.1% | 9 |
|
|
2013
Q4 | $2.88M | Buy |
76,941
+647
| +0.8% | +$23.5K | 1.96% | 11 |
|
|
2013
Q3 | $2.54M | Buy |
76,294
+1,415
| +2% | +$46.6K | 2.08% | 8 |
|
|
2013
Q2 | $2.57M | Buy |
+74,879
| New | +$2.45M | 2.3% | 8 |
|
Other funds holding MSFT
Strategic Advisors's MSFT Position: Q2 2026 in Review
Strategic Advisors reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $3.8M and leaving 59,037 shares worth $22M. The position accounts for 4.82% of the portfolio, ranked #4.
Strategic Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.9M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Strategic Advisors held 59,037 shares of Microsoft worth $22M as of Q2 2026.
- Strategic Advisors sold 9,396 Microsoft shares in Q2 2026, an estimated $3.8M.
- Microsoft made up 4.82% of Strategic Advisors's portfolio in Q2 2026, its #4 holding.
- Strategic Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Strategic Advisors's Microsoft position peaked at $36.9M in Q3 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.