Cerity Partners’s Microsoft MSFT Stock Holding History

Cerity Partners’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	$1.9M	Buy	5,100 +4,800	+1,600%	+$1.94M	﹤0.01%	1626
2026 Q1	$111K	Buy	+300	New	+$126K	﹤0.01%	3009

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

Cerity Partners's MSFT Position: Q2 2026 in Review

Cerity Partners increased its Microsoft (MSFT) stake by 0.96% in Q2 2026, buying an estimated $16M and bringing the position to 4,142,310 shares worth $1.55B. The position accounts for 1.87% of the portfolio, ranked #6.

Cerity Partners first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.9B in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cerity Partners held 4,142,310 shares of Microsoft worth $1.55B as of Q2 2026.
Cerity Partners bought 39,563 Microsoft shares in Q2 2026, an estimated $16M.
Microsoft made up 1.87% of Cerity Partners's portfolio in Q2 2026, its #6 holding.
Cerity Partners first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
Cerity Partners's Microsoft position peaked at $1.9B in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.