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Cascade Investment Group’s Microsoft MSFT Stock Holding History

Cascade Investment Group’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 		$2.36M Buy
6,325
+264
+4% +$107K 1.32% 13
2026
Q1 		$2.24M Buy
6,061
+69
+1% +$28.9K 1.48% 11
2025
Q4 		$2.9M Sell
5,992
-60
-1% -$30.1K 1.93% 7
2025
Q3 		$3.13M Sell
6,052
-93
-2% -$47.4K 2.07% 6
2025
Q2 		$3.06M Buy
6,145
+828
+16% +$360K 2.13% 6
2025
Q1 		$2M Sell
5,317
-370
-7% -$151K 1.53% 14
2024
Q4 		$2.4M Sell
5,687
-2,230
-28% -$950K 1.71% 8
2024
Q3 		$3.41M Sell
7,917
-651
-8% -$278K 2.5% 5
2024
Q2 		$3.83M Sell
8,568
-1,371
-14% -$579K 2.99% 4
2024
Q1 		$4.18M Hold
9,939
– – 3.13% 4
2023
Q4 		$3.74M Buy
9,939
+2,181
+28% +$776K 3.02% 4
2023
Q3 		$2.45M Buy
7,758
+46
+0.6% +$15.2K 2.31% 7
2023
Q2 		$2.63M Buy
7,712
+796
+12% +$249K 2.4% 6
2023
Q1 		$1.99M Sell
6,916
-140
-2% -$35.7K 1.97% 10
2022
Q4 		$1.69M Buy
+7,056
New +$1.69M 1.76% 12

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Cascade Investment Group's MSFT Position: Q2 2026 in Review

Cascade Investment Group increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $107K and bringing the position to 6,325 shares worth $2.36M. The position accounts for 1.32% of the portfolio, ranked #13.

Cascade Investment Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.18M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cascade Investment Group held 6,325 shares of Microsoft worth $2.36M as of Q2 2026.
  • Cascade Investment Group bought 264 Microsoft shares in Q2 2026, an estimated $107K.
  • Microsoft made up 1.32% of Cascade Investment Group's portfolio in Q2 2026, its #13 holding.
  • Cascade Investment Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Microsoft position peaked at $4.18M in Q1 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.