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Cassilly Financial Group’s Microsoft MSFT Stock Holding History

Cassilly Financial 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
Q3 		$568K Buy
1,108
+468
+73% +$216K 0.38% 46
2026
Q2 		$239K Buy
+640
New +$259K 0.17% 66

Other funds holding MSFT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cassilly Financial Group's MSFT Position: Q3 2026 in Review

Cassilly Financial Group increased its Microsoft (MSFT) stake by 73% in Q3 2026, buying an estimated $216K and bringing the position to 1,108 shares worth $568K. The position accounts for 0.38% of the portfolio, ranked #46.

Cassilly Financial Group first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cassilly Financial Group held 1,108 shares of Microsoft worth $568K as of Q3 2026.
  • Cassilly Financial Group bought 468 Microsoft shares in Q3 2026, an estimated $216K.
  • Microsoft made up 0.38% of Cassilly Financial Group's portfolio in Q3 2026, its #46 holding.
  • Cassilly Financial Group first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.