Cascade Wealth Advisors’s Microsoft MSFT Stock Holding History

Cascade Wealth 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 Q2	$3.8M	Sell	7,593 -265	-3%	-$107K	1.53%	22
2026 Q1	$3.26M	Buy	7,858 +196	+3%	+$82K	1.43%	22
2025 Q4	$3.69M	Hold	7,662	–	–	1.7%	21
2025 Q3	$3.88M	Buy	7,662 +1,022	+15%	+$521K	1.91%	17
2025 Q2	$3.47M	Buy	6,640 +2,720	+69%	+$1.18M	1.96%	16
2025 Q1	$1.51M	Sell	3,920 -30	-0.8%	-$12.2K	1.05%	20
2024 Q4	$1.66M	Buy	3,950 +30	+0.8%	+$12.8K	1.13%	23
2024 Q3	$1.69M	Sell	3,920 -240	-6%	-$103K	1.21%	23
2024 Q2	$1.74M	Sell	4,160 -250	-6%	-$106K	1.29%	22
2024 Q1	$1.86M	Buy	+4,410	New	+$1.79M	1.58%	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

Cascade Wealth Advisors's MSFT Position: Q2 2026 in Review

Cascade Wealth Advisors reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $107K and leaving 7,593 shares worth $3.8M. The position accounts for 1.53% of the portfolio, ranked #22.

Cascade Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.88M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cascade Wealth Advisors held 7,593 shares of Microsoft worth $3.8M as of Q2 2026.
Cascade Wealth Advisors sold 265 Microsoft shares in Q2 2026, an estimated $107K.
Microsoft made up 1.53% of Cascade Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Cascade Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's Microsoft position peaked at $3.88M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.