Strategic Investment 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 | $14.9M | Sell |
40,039
-1,387
| -3% | -$561K | 0.9% | 25 |
|
|
2026
Q1 | $15.3M | Buy |
41,426
+8,813
| +27% | +$3.69M | 1.06% | 24 |
|
|
2025
Q4 | $15.8M | Sell |
32,613
-490
| -1% | -$246K | 1.36% | 19 |
|
|
2025
Q3 | $17.1M | Sell |
33,103
-711
| -2% | -$363K | 1.54% | 16 |
|
|
2025
Q2 | $16.8M | Sell |
33,814
-1,865
| -5% | -$810K | 1.63% | 13 |
|
|
2025
Q1 | $13.4M | Buy |
35,679
+458
| +1% | +$187K | 1.42% | 22 |
|
|
2024
Q4 | $14.8M | Sell |
35,221
-271
| -0.8% | -$115K | 1.58% | 17 |
|
|
2024
Q3 | $15.3M | Sell |
35,492
-49
| -0.1% | -$20.9K | 1.67% | 14 |
|
|
2024
Q2 | $15.9M | Buy |
35,541
+890
| +3% | +$376K | 1.94% | 10 |
|
|
2024
Q1 | $14.6M | Buy |
34,651
+2,485
| +8% | +$1.01M | 1.87% | 9 |
|
|
2023
Q4 | $12.1M | Sell |
32,166
-381
| -1% | -$136K | 1.75% | 13 |
|
|
2023
Q3 | $10.3M | Sell |
32,547
-107
| -0.3% | -$35.4K | 1.69% | 13 |
|
|
2023
Q2 | $11.1M | Buy |
32,654
+1,442
| +5% | +$452K | 1.54% | 17 |
|
|
2023
Q1 | $9M | Buy |
31,212
+2,131
| +7% | +$544K | 1.63% | 12 |
|
|
2022
Q4 | $6.97M | Buy |
29,081
+875
| +3% | +$210K | 1.45% | 17 |
|
|
2022
Q3 | $6.57M | Buy |
28,206
+1,042
| +4% | +$275K | 1.48% | 14 |
|
|
2022
Q2 | $6.98M | Buy |
27,164
+1,596
| +6% | +$433K | 1.39% | 15 |
|
|
2022
Q1 | $7.88M | Buy |
25,568
+1,815
| +8% | +$546K | 1.49% | 13 |
|
|
2021
Q4 | $7.99M | Sell |
23,753
-1,632
| -6% | -$529K | 1.54% | 15 |
|
|
2021
Q3 | $7.16M | Buy |
25,385
+647
| +3% | +$188K | 1.57% | 18 |
|
|
2021
Q2 | $6.7M | Buy |
24,738
+2,893
| +13% | +$735K | 1.53% | 19 |
|
|
2021
Q1 | $5.15M | Buy |
21,845
+1,598
| +8% | +$371K | 1.34% | 22 |
|
|
2020
Q4 | $4.5M | Buy |
20,247
+7,749
| +62% | +$1.67M | 1.3% | 20 |
|
|
2020
Q3 | $2.63M | Buy |
12,498
+1,402
| +13% | +$294K | 0.89% | 31 |
|
|
2020
Q2 | $2.26M | Buy |
11,096
+39
| +0.4% | +$7.08K | 0.85% | 33 |
|
|
2020
Q1 | $1.74M | Buy |
11,057
+449
| +4% | +$73.8K | 0.8% | 36 |
|
|
2019
Q4 | $1.67M | Buy |
10,608
+79
| +0.8% | +$11.6K | 0.69% | 38 |
|
|
2019
Q3 | $1.46M | Buy |
10,529
+1,428
| +16% | +$196K | 0.7% | 34 |
|
|
2019
Q2 | $1.21M | Buy |
9,101
+93
| +1% | +$11.8K | 0.66% | 39 |
|
|
2019
Q1 | $1.06M | Sell |
9,008
-2,159
| -19% | -$236K | 0.73% | 37 |
|
|
2018
Q4 | $1.13M | Buy |
+11,167
| New | +$1.2M | 1.02% | 28 |
|
Other funds holding MSFT
Strategic Investment Advisors's MSFT Position: Q2 2026 in Review
Strategic Investment Advisors reduced its Microsoft (MSFT) stake by 3.3% in Q2 2026, selling an estimated $561K and leaving 40,039 shares worth $14.9M. The position accounts for 0.9% of the portfolio, ranked #25.
Strategic Investment Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.1M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Strategic Investment Advisors held 40,039 shares of Microsoft worth $14.9M as of Q2 2026.
- Strategic Investment Advisors sold 1,387 Microsoft shares in Q2 2026, an estimated $561K.
- Microsoft made up 0.9% of Strategic Investment Advisors's portfolio in Q2 2026, its #25 holding.
- Strategic Investment Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Strategic Investment Advisors's Microsoft position peaked at $17.1M in Q3 2025.
- 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.