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Cauble & Harre Wealth Management’s Microsoft MSFT Stock Holding History

Cauble & Harre Wealth Management’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 		$2.02M Sell
5,410
-7
-0.1% -$2.83K 1.62% 18
2026
Q1 		$2.21M Sell
5,417
-78
-1% -$32.6K 1.76% 16
2025
Q4 		$2.66M Buy
+5,495
New +$2.75M 2.23% 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

Cauble & Harre Wealth Management's MSFT Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Microsoft (MSFT) stake by 0.13% in Q2 2026, selling an estimated $2.83K and leaving 5,410 shares worth $2.02M. The position accounts for 1.62% of the portfolio, ranked #18.

Cauble & Harre Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cauble & Harre Wealth Management held 5,410 shares of Microsoft worth $2.02M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 7 Microsoft shares in Q2 2026, an estimated $2.83K.
  • Microsoft made up 1.62% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Cauble & Harre Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Microsoft position peaked at $2.66M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.