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 Q1	$111K	Buy	+300	New	+$126K	﹤0.01%	3009

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

Cerity Partners's MSFT Position: Q1 2026 in Review

Cerity Partners increased its Microsoft (MSFT) stake by 7.9% in Q1 2026, buying an estimated $125M and bringing the position to 4,102,747 shares worth $1.52B. The position accounts for 2.14% of the portfolio, ranked #5.

Cerity Partners first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.9B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Cerity Partners held 4,102,747 shares of Microsoft worth $1.52B as of Q1 2026.
Cerity Partners bought 298,889 Microsoft shares in Q1 2026, an estimated $125M.
Microsoft made up 2.14% of Cerity Partners's portfolio in Q1 2026, its #5 holding.
Cerity Partners first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
Cerity Partners's Microsoft position peaked at $1.9B in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.