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Cache Advisors’s Microsoft MSFT Stock Holding History

Cache Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35M Buy
93,785
+15,910
+20% +$6.44M 2.97% 9
2026
Q1 		$28.8M Buy
77,875
+15,114
+24% +$6.32M 3.33% 8
2025
Q4 		$30.4M Buy
62,761
+6,714
+12% +$3.36M 3.73% 7
2025
Q3 		$29M Buy
56,047
+12,965
+30% +$6.61M 5.06% 6
2025
Q2 		$21.4M Buy
43,082
+3,384
+9% +$1.47M 5.8% 5
2025
Q1 		$14.9M Buy
39,698
+5,893
+17% +$2.4M 5.72% 6
2024
Q4 		$14.2M Buy
+33,805
New +$14.4M 5.94% 6

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cache Advisors's MSFT Position: Q2 2026 in Review

Cache Advisors increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $6.44M and bringing the position to 93,785 shares worth $35M. The position accounts for 2.97% of the portfolio, ranked #9.

Cache Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cache Advisors held 93,785 shares of Microsoft worth $35M as of Q2 2026.
  • Cache Advisors bought 15,910 Microsoft shares in Q2 2026, an estimated $6.44M.
  • Microsoft made up 2.97% of Cache Advisors's portfolio in Q2 2026, its #9 holding.
  • Cache Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.