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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in MICROSOFT CORP

Sequoia Financial Advisors, LLC holds 906,219 shares of MSFT (MICROSOFT CORP), worth $338M as of 2026-Q2. The position was increased (+8.8% shares). MSFT represents 1.7% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$338M

Current Shares

906,219

Total Value Change

+$69.2M

Total Shares Change

+281,344

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
906,219
+8.8%
$338M1.7%$372.32
53
2026-Q1
Decreased
832,793
-2.3%
$308.3M1.7%$368.68
0
2025-Q4
Increased
852,389
+10.7%
$412.2M2.3%$480.57
59
2025-Q3
Increased
769,950
+5.7%
$398.8M2.4%$513.72
57
2025-Q2
Increased
728,783
+6.7%
$362.5M2.5%$492.54
57
2025-Q1
Increased
682,974
+10.1%
$256.4M2.0%$371.03
53
2024-Q4
Decreased
620,356
-0.7%
$261.5M2.5%$415.78
0
2024-Q3
Increased
624,875
+10.5%
$268.9M2.9%$423.61
58

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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