Ceera Investments’s Microsoft MSFT Stock Holding History

Ceera Investments’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	$1.16M	Buy	3,103 +583	+23%	+$236K	0.49%	52
2026 Q1	$933K	Buy	2,520 +176	+8%	+$73.6K	0.41%	53
2025 Q4	$1.13M	Buy	2,344 +400	+21%	+$200K	0.44%	46
2025 Q3	$1.01M	Hold	1,944	–	–	0.31%	65
2025 Q2	$967K	Hold	1,944	–	–	0.3%	68
2025 Q1	$730K	Buy	1,944 +83	+4%	+$33.8K	0.25%	62
2024 Q4	$784K	Sell	1,861 -100	-5%	-$42.6K	0.27%	60
2024 Q3	$844K	Buy	1,961 +1,329	+210%	+$568K	0.32%	59
2024 Q2	$282K	Buy	632 +3	+0.5%	+$1.27K	0.12%	78
2024 Q1	$265K	Hold	629	–	–	0.12%	79
2023 Q4	$236K	Buy	+629	New	+$224K	0.11%	78
2023 Q3	–	Sell	-629	Closed	-$214K	–	82
2023 Q2	$214K	Buy	+629	New	+$197K	0.12%	70

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

Ceera Investments's MSFT Position: Q2 2026 in Review

Ceera Investments increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $236K and bringing the position to 3,103 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #52.

Ceera Investments first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ceera Investments held 3,103 shares of Microsoft worth $1.16M as of Q2 2026.
Ceera Investments bought 583 Microsoft shares in Q2 2026, an estimated $236K.
Microsoft made up 0.49% of Ceera Investments's portfolio in Q2 2026, its #52 holding.
Ceera Investments first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.