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Carrera Capital Advisors’s Microsoft MSFT Stock Holding History

Carrera Capital 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
Q1 		$2.68M Buy
7,238
+353
+5% +$148K 0.41% 48
2025
Q4 		$3.33M Buy
6,885
+294
+4% +$147K 0.56% 37
2025
Q3 		$3.41M Buy
6,591
+222
+3% +$113K 0.61% 30
2025
Q2 		$3.17M Buy
6,369
+84
+1% +$36.5K 0.64% 31
2025
Q1 		$2.36M Buy
6,285
+601
+11% +$245K 0.52% 38
2024
Q4 		$2.4M Buy
5,684
+587
+12% +$250K 0.56% 37
2024
Q3 		$2.19M Sell
5,097
-843
-14% -$360K 0.54% 37
2024
Q2 		$2.65M Buy
+5,940
New +$2.51M 0.87% 17

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carrera Capital Advisors's MSFT Position: Q1 2026 in Review

Carrera Capital Advisors increased its Microsoft (MSFT) stake by 5.1% in Q1 2026, buying an estimated $148K and bringing the position to 7,238 shares worth $2.68M. The position accounts for 0.41% of the portfolio, ranked #48.

Carrera Capital Advisors first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.41M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Carrera Capital Advisors held 7,238 shares of Microsoft worth $2.68M as of Q1 2026.
  • Carrera Capital Advisors bought 353 Microsoft shares in Q1 2026, an estimated $148K.
  • Microsoft made up 0.41% of Carrera Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Carrera Capital Advisors first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Carrera Capital Advisors's Microsoft position peaked at $3.41M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.