Skip to main content
Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
906,219
Value
$338.0M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026906,219$338.0M1.7%+73,426+8.8%AddedHolders
Q1 2026832,793$308.3M1.7%−19,596−2.3%ReducedHolders
Q4 2025852,389$412.2M2.3%+82,439+10.7%AddedHolders
Q3 2025769,950$398.8M2.4%+41,167+5.6%AddedHolders
Q2 2025728,783$362.5M2.5%+45,809+6.7%AddedHolders
Q1 2025682,974$256.4M2.0%+62,618+10.1%AddedHolders
Q4 2024620,356$261.5M2.5%−4,519−0.7%ReducedHolders
Q3 2024624,875$268.9M2.9%+59,233+10.5%AddedHolders
Q2 2024565,642$252.8M3.0%+43,200+8.3%AddedHolders
Q1 2024522,442$219.8M2.7%+4,437+0.9%AddedHolders
Q4 2023518,005$194.8M2.4%+247,609+91.6%AddedHolders
Q3 2023270,396$85.4M1.5%+16,081+6.3%AddedHolders
Q2 2023254,315$86.6M1.5%+25,541+11.2%AddedHolders
Q1 2023228,774$66.0M1.5%+5,047+2.3%AddedHolders
Q4 2022223,727$53.7M1.3%+54,247+32.0%AddedHolders
Q3 2022169,480$39.5M1.2%−13,128−7.2%ReducedHolders
Q2 2022182,608$46.9M1.3%−10,154−5.3%ReducedHolders
Q1 2022192,762$59.4M1.5%+17,052+9.7%AddedHolders
Q4 2021175,710$59.1M1.6%+127,314+263.1%AddedHolders
Q3 202148,396$13.6M1.4%−129,906−72.9%ReducedHolders
Q2 2021178,302$48.3M1.8%+14,823+9.1%AddedHolders
Q1 2021163,479$38.5M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.