Carrera Capital Advisors
MSFT icon

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
Q3 		$4.25M Buy
8,282
+228
+3% +$105K 0.6% 34
2026
Q2 		$3M Buy
8,054
+816
+11% +$330K 0.45% 44
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Carrera Capital Advisors's MSFT Position: Q3 2026 in Review

Carrera Capital Advisors increased its Microsoft (MSFT) stake by 2.8% in Q3 2026, buying an estimated $105K and bringing the position to 8,282 shares worth $4.25M. The position accounts for 0.6% of the portfolio, ranked #34.

Carrera Capital Advisors first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Carrera Capital Advisors held 8,282 shares of Microsoft worth $4.25M as of Q3 2026.
  • Carrera Capital Advisors bought 228 Microsoft shares in Q3 2026, an estimated $105K.
  • Microsoft made up 0.6% of Carrera Capital Advisors's portfolio in Q3 2026, its #34 holding.
  • Carrera Capital Advisors first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Carrera Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.