Carter Financial’s Microsoft MSFT Stock Holding History

Carter Financial’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	$236K	Hold	634	–	–	0.18%	30
2026 Q1	$235K	Hold	634	–	–	0.2%	27
2025 Q4	$307K	Buy	+634	New	+$318K	0.27%	19

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carter Financial's MSFT Position: Q2 2026 in Review

Carter Financial held its Microsoft (MSFT) position steady in Q2 2026 at 634 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #30.

Carter Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Carter Financial held 634 shares of Microsoft worth $236K as of Q2 2026.
Carter Financial left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.18% of Carter Financial's portfolio in Q2 2026, its #30 holding.
Carter Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Carter Financial's Microsoft position peaked at $307K in Q4 2025.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.