Stratos Wealth 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 | $21.4M | Buy |
57,472
+663
| +1% | +$268K | 1.18% | 12 |
|
|
2026
Q1 | $21M | Buy |
56,809
+780
| +1% | +$326K | 1.29% | 9 |
|
|
2025
Q4 | $27.1M | Buy |
56,029
+177
| +0.3% | +$88.7K | 1.31% | 10 |
|
|
2025
Q3 | $28.9M | Buy |
55,852
+1,508
| +3% | +$769K | 1.39% | 8 |
|
|
2025
Q2 | $27M | Sell |
54,344
-2,547
| -4% | -$1.11M | 1.43% | 7 |
|
|
2025
Q1 | $21.4M | Sell |
56,891
-4,482
| -7% | -$1.83M | 1.17% | 13 |
|
|
2024
Q4 | $25.9M | Sell |
61,373
-3,027
| -5% | -$1.29M | 1.24% | 11 |
|
|
2024
Q3 | $27.7M | Buy |
64,400
+3,043
| +5% | +$1.3M | 1.27% | 9 |
|
|
2024
Q2 | $27.4M | Sell |
61,357
-2,641
| -4% | -$1.12M | 1.36% | 8 |
|
|
2024
Q1 | $26.9M | Sell |
63,998
-4,938
| -7% | -$2M | 1.6% | 6 |
|
|
2023
Q4 | $25.9M | Buy |
68,936
+5,559
| +9% | +$1.98M | 1.49% | 4 |
|
|
2023
Q3 | $20M | Buy |
63,377
+11,081
| +21% | +$3.66M | 1.32% | 9 |
|
|
2023
Q2 | $17.8M | Buy |
52,296
+805
| +2% | +$252K | 1.26% | 8 |
|
|
2023
Q1 | $14.8M | Sell |
51,491
-3,610
| -7% | -$921K | 1.14% | 10 |
|
|
2022
Q4 | $13.2M | Buy |
55,101
+10,471
| +23% | +$2.51M | 1.1% | 9 |
|
|
2022
Q3 | $10.4M | Sell |
44,630
-4,994
| -10% | -$1.32M | 1.09% | 12 |
|
|
2022
Q2 | $12.7M | Buy |
49,624
+800
| +2% | +$217K | 1.16% | 9 |
|
|
2022
Q1 | $15.1M | Buy |
48,824
+1,832
| +4% | +$551K | 1.22% | 8 |
|
|
2021
Q4 | $15.8M | Buy |
46,992
+1,656
| +4% | +$537K | 1.14% | 9 |
|
|
2021
Q3 | $12.8M | Buy |
45,336
+5,918
| +15% | +$1.72M | 1.09% | 10 |
|
|
2021
Q2 | $10.7M | Buy |
39,418
+6,106
| +18% | +$1.55M | 0.94% | 14 |
|
|
2021
Q1 | $7.85M | Buy |
33,312
+4,053
| +14% | +$940K | 0.83% | 13 |
|
|
2020
Q4 | $6.51M | Buy |
29,259
+5,344
| +22% | +$1.15M | 0.9% | 16 |
|
|
2020
Q3 | $5.03M | Buy |
23,915
+2,638
| +12% | +$554K | 1.23% | 14 |
|
|
2020
Q2 | $4.33M | Buy |
21,277
+9,184
| +76% | +$1.67M | 1.33% | 16 |
|
|
2020
Q1 | $1.91M | Buy |
12,093
+1,064
| +10% | +$175K | 1.35% | 13 |
|
|
2019
Q4 | $1.74M | Sell |
11,029
-7,395
| -40% | -$1.09M | 0.99% | 23 |
|
|
2019
Q3 | $2.56M | Buy |
18,424
+753
| +4% | +$104K | 0.98% | 22 |
|
|
2019
Q2 | $2.37M | Buy |
17,671
+2,418
| +16% | +$307K | 0.94% | 22 |
|
|
2019
Q1 | $1.8M | Buy |
15,253
+582
| +4% | +$63.5K | 0.97% | 18 |
|
|
2018
Q4 | $1.49M | Buy |
+14,671
| New | +$1.57M | 0.99% | 20 |
|
Other funds holding MSFT
Stratos Wealth Advisors's MSFT Position: Q2 2026 in Review
Stratos Wealth Advisors increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $268K and bringing the position to 57,472 shares worth $21.4M. The position accounts for 1.18% of the portfolio, ranked #12.
Stratos Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.9M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Stratos Wealth Advisors held 57,472 shares of Microsoft worth $21.4M as of Q2 2026.
- Stratos Wealth Advisors bought 663 Microsoft shares in Q2 2026, an estimated $268K.
- Microsoft made up 1.18% of Stratos Wealth Advisors's portfolio in Q2 2026, its #12 holding.
- Stratos Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's Microsoft position peaked at $28.9M in Q3 2025.
- 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.