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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ceera Investments's MSFT Position: Q1 2026 in Review

Ceera Investments increased its Microsoft (MSFT) stake by 7.5% in Q1 2026, buying an estimated $73.6K and bringing the position to 2,520 shares worth $933K. The position accounts for 0.41% of the portfolio, ranked #53.

Ceera Investments first reported a position in MSFT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Ceera Investments held 2,520 shares of Microsoft worth $933K as of Q1 2026.
Ceera Investments bought 176 Microsoft shares in Q1 2026, an estimated $73.6K.
Microsoft made up 0.41% of Ceera Investments's portfolio in Q1 2026, its #53 holding.
Ceera Investments first reported a position in Microsoft in Q2 2023 and has held it in 11 quarters since.
Ceera Investments's Microsoft position peaked at $1.13M in Q4 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.