Cedar Mountain Advisors
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Cedar Mountain Advisors’s Microsoft MSFT Stock Holding History

Cedar Mountain 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
Q3 		$1.3M Sell
2,530
-229
-8% -$106K 0.22% 38
2026
Q2 		$1.03M Sell
2,759
-1,546
-36% -$626K 0.18% 36
2026
Q1 		$1.59M Sell
4,305
-230
-5% -$96.2K 0.31% 30
2025
Q4 		$2.19M Sell
4,535
-282
-6% -$141K 0.42% 29
2025
Q3 		$2.49M Buy
4,817
+295
+7% +$150K 0.49% 27
2025
Q2 		$2.25M Sell
4,522
-41
-0.9% -$17.8K 0.47% 25
2025
Q1 		$1.71M Sell
4,563
-76
-2% -$31K 0.38% 27
2024
Q4 		$1.96M Sell
4,639
-157
-3% -$66.9K 0.43% 27
2024
Q3 		$2.06M Buy
4,796
+4
+0.1% +$1.71K 0.47% 25
2024
Q2 		$2.14M Sell
4,792
-2
-0% -$845 0.53% 20
2024
Q1 		$2.02M Buy
4,794
+3
+0.1% +$1.21K 0.51% 22
2023
Q4 		$1.8M Sell
4,791
-25
-0.5% -$8.9K 0.49% 23
2023
Q3 		$1.52M Sell
4,816
-52
-1% -$17.2K 0.45% 23
2023
Q2 		$1.66M Buy
4,868
+4
+0.1% +$1.25K 0.47% 23
2023
Q1 		$1.4M Buy
4,864
+1,918
+65% +$489K 0.42% 23
2022
Q4 		$706K Sell
2,946
-319
-10% -$76.6K 0.22% 24
2022
Q3 		$760K Sell
3,265
-18
-0.5% -$4.75K 0.25% 23
2022
Q2 		$843K Buy
3,283
+784
+31% +$213K 0.29% 22
2022
Q1 		$771K Hold
2,499
– – 0.23% 23
2021
Q4 		$840K Buy
2,499
+1
+0% +$324 0.26% 20
2021
Q3 		$704K Buy
2,498
+33
+1% +$9.6K 0.23% 20
2021
Q2 		$668K Buy
2,465
+8
+0.3% +$2.03K 0.22% 21
2021
Q1 		$579K Hold
2,457
– – 0.2% 23
2020
Q4 		$546K Sell
2,457
-7
-0.3% -$1.5K 0.2% 23
2020
Q3 		$518K Sell
2,464
-7
-0.3% -$1.47K 0.21% 22
2020
Q2 		$503K Buy
2,471
+249
+11% +$45.2K 0.22% 22
2020
Q1 		$350K Buy
2,222
+1
+0% +$164 0.18% 21
2019
Q4 		$350K Buy
+2,221
New +$326K 0.14% 26

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Cedar Mountain Advisors's MSFT Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Microsoft (MSFT) stake by 8.3% in Q3 2026, selling an estimated $106K and leaving 2,530 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #38.

Cedar Mountain Advisors first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.49M in Q3 2025. 2,025 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cedar Mountain Advisors held 2,530 shares of Microsoft worth $1.3M as of Q3 2026.
  • Cedar Mountain Advisors sold 229 Microsoft shares in Q3 2026, an estimated $106K.
  • Microsoft made up 0.22% of Cedar Mountain Advisors's portfolio in Q3 2026, its #38 holding.
  • Cedar Mountain Advisors first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Microsoft position peaked at $2.49M in Q3 2025.
  • 2,025 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.