CFP
MSFT icon

Cascade Financial Partners’s Microsoft MSFT Stock Holding History

Cascade Financial Partners’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 		$8.73M Buy
23,392
+277
+1% +$112K 0.76% 27
2026
Q1 		$8.56M Buy
23,115
+926
+4% +$387K 0.88% 24
2025
Q4 		$10.7M Sell
22,189
-401
-2% -$201K 1.09% 18
2025
Q3 		$11.7M Sell
22,590
-345
-2% -$176K 1.34% 15
2025
Q2 		$11.4M Buy
22,935
+165
+0.7% +$71.7K 1.37% 15
2025
Q1 		$8.55M Sell
22,770
-419
-2% -$171K 1.08% 17
2024
Q4 		$9.77M Buy
23,189
+2,760
+14% +$1.18M 1.27% 14
2024
Q3 		$8.73M Sell
20,429
-8
-0% -$3.42K 1.09% 16
2024
Q2 		$9.13M Buy
20,437
+164
+0.8% +$69.3K 1.2% 14
2024
Q1 		$8.55M Buy
+20,273
New +$8.21M 1.23% 13

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascade Financial Partners's MSFT Position: Q2 2026 in Review

Cascade Financial Partners increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $112K and bringing the position to 23,392 shares worth $8.73M. The position accounts for 0.76% of the portfolio, ranked #27.

Cascade Financial Partners first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cascade Financial Partners held 23,392 shares of Microsoft worth $8.73M as of Q2 2026.
  • Cascade Financial Partners bought 277 Microsoft shares in Q2 2026, an estimated $112K.
  • Microsoft made up 0.76% of Cascade Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Cascade Financial Partners first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Microsoft position peaked at $11.7M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.