Strata Wealth Advisors LLC Has $3.07 Million Stock Position in Microsoft Corporation $MSFT

Posted by Geri Gentry on Jul 20th, 2026

Strata Wealth Advisors LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 15.8% in the first quarter, HoldingsChannel reports. The fund owned 8,301 shares of the software giant’s stock after selling 1,556 shares during the period. Microsoft accounts for approximately 0.8% of Strata Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Strata Wealth Advisors LLC’s holdings in Microsoft were worth $3,073,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in MSFT. Norges Bank acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $50,664,631,000. Auto Owners Insurance Co lifted its holdings in Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the period. Nuveen LLC acquired a new position in Microsoft in the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC boosted its stake in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on MSFT. Citizens Jmp assumed coverage on shares of Microsoft in a research report on Monday, June 1st. They set an “outperform” rating and a $550.00 target price for the company. President Capital raised their price target on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. China Renaissance decreased their price objective on Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a research note on Monday, May 4th. Argus dropped their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. Finally, Citigroup upgraded Microsoft from a “market outperform” rating to an “overweight” rating in a report on Thursday. Forty-two investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $557.96.

View Our Latest Analysis on Microsoft

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $393.82 on Monday. The company has a 50 day moving average price of $400.28 and a two-hundred day moving average price of $410.77. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market capitalization of $2.93 trillion, a PE ratio of 23.44, a PEG ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period last year, the firm posted $3.46 earnings per share. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft is still getting support from Wall Street, with some analysts and portfolio managers reiterating buy ratings and arguing that Azure demand, Copilot adoption, and Microsoft 365 tailwinds can support long-term earnings power. Article: Josh Baer Reiterates Buy on Microsoft, Citing AI Leadership, Azure/M365 Budget Tailwinds and Underappreciated Earnings Power
Positive Sentiment: A CIO survey and other commentary pointed to strong Azure demand at multi-year highs, reinforcing the view that Microsoft’s cloud and AI platform remains a core beneficiary of enterprise spending. Article: Microsoft (MSFT) Stock Surges on Strong Azure Demand in Latest CIO Survey
Positive Sentiment: Microsoft also announced a multi-year AI infrastructure partnership with 3M, which investors viewed as another sign that its Azure ecosystem is expanding into real-world enterprise use cases. Article: Microsoft Stock Rebounds on 3M Optical Infrastructure Alliance
Neutral Sentiment: Microsoft CEO Satya Nadella criticized Anthropic’s Fable restrictions and pushed for Microsoft to promote its own AI models more aggressively, highlighting the company’s effort to reduce reliance on outside AI vendors. Article: Microsoft’s Nadella rips Anthropic’s Fable restrictions in staff meeting: ‘Doesn’t make sense’
Neutral Sentiment: Reports that Microsoft is training its sales force to push in-house AI models over OpenAI, Google, and Anthropic suggest a strategic shift toward better control over costs and monetization, but the market is still waiting for proof that this approach boosts returns. Article: Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic
Negative Sentiment: Several reports said analysts trimmed price targets ahead of earnings, and commentary stressed that investors are increasingly worried Microsoft’s AI spending spree could pressure margins before the payoff becomes visible. Article: Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
Negative Sentiment: Microsoft is facing added overhang from securities class-action deadlines and allegations tied to Copilot and Azure disclosures, which can keep pressure on sentiment even though these developments are not operational. Article: MSFT UPCOMING DEADLINE : The Gross Law Firm Alerts Microsoft Corporation Stockholders of Securities Class Action

About Microsoft

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).