Cedarwood Wealth’s Microsoft MSFT Stock Holding History

Cedarwood Wealth’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	5,407 -26	-0.5%	-$10.5K	1.52%	19
2026 Q1	$2.01M	Buy	5,433 +1,207	+29%	+$505K	2.03%	14
2025 Q4	$1.99M	Buy	+4,226	New	+$2.12M	2.21%	12

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

Cedarwood Wealth's MSFT Position: Q2 2026 in Review

Cedarwood Wealth reduced its Microsoft (MSFT) stake by 0.48% in Q2 2026, selling an estimated $10.5K and leaving 5,407 shares worth $2.02M. The position accounts for 1.52% of the portfolio, ranked #19.

Cedarwood Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cedarwood Wealth held 5,407 shares of Microsoft worth $2.02M as of Q2 2026.
Cedarwood Wealth sold 26 Microsoft shares in Q2 2026, an estimated $10.5K.
Microsoft made up 1.52% of Cedarwood Wealth's portfolio in Q2 2026, its #19 holding.
Cedarwood Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.