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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Strata Wealth 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)
7,805
Value
$2.91M
% of portfolio
0.7%
Quarters held
14
Since Q4 2022
Holdings of MSFT by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,805$2.91M0.7%−496−6.0%ReducedHolders
Q1 20268,301$3.07M0.8%−1,556−15.8%ReducedHolders
Q4 20259,857$4.77M1.3%−421−4.1%ReducedHolders
Q3 202510,278$5.32M1.4%+137+1.4%AddedHolders
Q2 202510,141$5.04M1.4%+612+6.4%AddedHolders
Q1 20259,529$3.58M1.1%−748−7.3%ReducedHolders
Q4 202410,277$4.33M1.4%+44+0.4%AddedHolders
Q3 202410,233$4.40M1.4%−202−1.9%ReducedHolders
Q2 202410,435$4.66M1.6%+69+0.7%AddedHolders
Q1 202410,366$4.36M1.5%+3,573+52.6%AddedHolders
Q4 20236,793$2.55M1.0%+950+16.3%AddedHolders
Q3 20235,843$1.85M0.9%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202314,786$4.26M2.2%−32−0.2%ReducedHolders
Q4 202214,818$3.55M2.0%–No prior filingHolders