SA
MSFT icon

Strategic Advocates’s Microsoft MSFT Stock Holding History

Strategic Advocates’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 		$103K Sell
277
-90
-25% -$36.4K 0.4% 57
2026
Q1 		$136K Sell
367
-10,606
-97% -$4.44M 0.6% 37
2025
Q4 		$5.35M Buy
10,973
+907
+9% +$455K 1.37% 15
2025
Q3 		$5.21M Sell
10,066
-162
-2% -$82.6K 1.36% 16
2025
Q2 		$5.09M Buy
10,228
+450
+5% +$195K 1.51% 13
2025
Q1 		$3.67M Buy
9,778
+3,460
+55% +$1.41M 1.28% 14
2024
Q4 		$2.66M Buy
6,318
+1,352
+27% +$576K 0.9% 21
2024
Q3 		$2.14M Buy
4,966
+693
+16% +$296K 0.77% 25
2024
Q2 		$1.91M Sell
4,273
-946
-18% -$400K 0.76% 24
2024
Q1 		$2.2M Sell
5,219
-7,456
-59% -$3.02M 0.85% 27
2023
Q4 		$4.77M Sell
12,675
-334
-3% -$119K 2.03% 12
2023
Q3 		$4.11M Buy
+13,009
New +$4.3M 1.93% 13

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Advocates's MSFT Position: Q2 2026 in Review

Strategic Advocates reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $36.4K and leaving 277 shares worth $103K. The position accounts for 0.4% of the portfolio, ranked #57.

Strategic Advocates first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.35M in Q4 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Strategic Advocates held 277 shares of Microsoft worth $103K as of Q2 2026.
  • Strategic Advocates sold 90 Microsoft shares in Q2 2026, an estimated $36.4K.
  • Microsoft made up 0.4% of Strategic Advocates's portfolio in Q2 2026, its #57 holding.
  • Strategic Advocates first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Microsoft position peaked at $5.35M in Q4 2025.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.