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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Advocates's MSFT Position: Q1 2026 in Review

Strategic Advocates reduced its Microsoft (MSFT) stake by 97% in Q1 2026, selling an estimated $4.44M and leaving 367 shares worth $136K. The position accounts for 0.6% of the portfolio, ranked #37.

Strategic Advocates first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.35M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Strategic Advocates held 367 shares of Microsoft worth $136K as of Q1 2026.
Strategic Advocates sold 10,606 Microsoft shares in Q1 2026, an estimated $4.44M.
Microsoft made up 0.6% of Strategic Advocates's portfolio in Q1 2026, its #37 holding.
Strategic Advocates first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's Microsoft position peaked at $5.35M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.