Cetera Investment Advisers
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Cetera Investment Advisers’s Microsoft MSFT Stock Holding History

Cetera Investment Advisers’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 		$1.07B Buy
2,878,640
+124,323
+5% +$52M 1.13% 10
2025
Q4 		$1.33B Buy
2,754,317
+107,166
+4% +$53.7M 1.46% 7
2025
Q3 		$1.37B Buy
2,647,151
+517,043
+24% +$264M 1.59% 5
2025
Q2 		$1.06B Buy
2,130,108
+62,235
+3% +$27M 1.79% 4
2025
Q1 		$776M Buy
2,067,873
+88,662
+4% +$36.1M 1.5% 5
2024
Q4 		$834M Buy
1,979,211
+34,349
+2% +$14.6M 1.74% 4
2024
Q3 		$837M Buy
1,944,862
+39,965
+2% +$17.1M 1.83% 3
2024
Q2 		$851M Sell
1,904,897
-30,621
-2% -$12.9M 1.96% 3
2024
Q1 		$814M Buy
1,935,518
+1,386,088
+252% +$561M 1.92% 3
2023
Q4 		$207M Buy
549,430
+10,172
+2% +$3.62M 1.68% 5
2023
Q3 		$170M Buy
539,258
+13,490
+3% +$4.46M 1.47% 4
2023
Q2 		$179M Buy
525,768
+5,392
+1% +$1.69M 1.51% 6
2023
Q1 		$150M Buy
520,376
+4,044
+0.8% +$1.03M 1.31% 9
2022
Q4 		$124M Buy
516,332
+213,198
+70% +$51.2M 1.15% 12
2022
Q3 		$70.6M Sell
303,134
-103,436
-25% -$27.3M 1.41% 6
2022
Q2 		$104M Buy
406,570
+28,633
+8% +$7.77M 1.66% 6
2022
Q1 		$117M Buy
377,937
+17,158
+5% +$5.16M 1.67% 5
2021
Q4 		$121M Buy
360,779
+20,591
+6% +$6.68M 1.74% 5
2021
Q3 		$95.9M Sell
340,188
-1,028
-0.3% -$299K 1.53% 6
2021
Q2 		$92.4M Buy
341,216
+17,814
+6% +$4.53M 1.48% 6
2021
Q1 		$76.2M Sell
323,402
-8,685
-3% -$2.02M 1.5% 6
2020
Q4 		$73.9M Buy
332,087
+247,879
+294% +$53.3M 1.46% 5
2020
Q3 		$17.7M Buy
84,208
+6,755
+9% +$1.42M 1.45% 7
2020
Q2 		$15.8M Buy
77,453
+7,698
+11% +$1.4M 1.46% 6
2020
Q1 		$11M Buy
69,755
+4,495
+7% +$739K 1.35% 10
2019
Q4 		$10.3M Buy
65,260
+1,450
+2% +$213K 1.04% 13
2019
Q3 		$8.88M Buy
63,810
+3,778
+6% +$520K 1.08% 11
2019
Q2 		$8.03M Buy
60,032
+744
+1% +$94.5K 1.04% 14
2019
Q1 		$7.01M Buy
59,288
+657
+1% +$71.7K 0.99% 15
2018
Q4 		$5.95M Sell
58,631
-956
-2% -$102K 0.97% 17
2018
Q3 		$6.8M Buy
59,587
+8,705
+17% +$944K 0.98% 16
2018
Q2 		$5.03M Buy
50,882
+5,026
+11% +$487K 0.88% 21
2018
Q1 		$4.18M Buy
45,856
+1,289
+3% +$118K 0.78% 25
2017
Q4 		$3.83M Buy
44,567
+456
+1% +$37.4K 0.7% 28
2017
Q3 		$3.27M Buy
44,111
+4,452
+11% +$325K 0.72% 28
2017
Q2 		$2.74M Buy
39,659
+4,765
+14% +$327K 0.67% 33
2017
Q1 		$2.3M Buy
34,894
+3,684
+12% +$236K 0.64% 43
2016
Q4 		$1.94M Buy
31,210
+8,112
+35% +$488K 0.65% 35
2016
Q3 		$1.33M Sell
23,098
-14,955
-39% -$844K 0.57% 49
2016
Q2 		$1.95M Buy
38,053
+2,958
+8% +$154K 0.76% 31
2016
Q1 		$1.94M Buy
35,095
+4,787
+16% +$251K 0.84% 26
2015
Q4 		$1.68M Buy
+30,308
New +$1.59M 0.77% 30

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's MSFT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Microsoft (MSFT) stake by 4.5% in Q1 2026, buying an estimated $52M and bringing the position to 2,878,640 shares worth $1.07B. The position accounts for 1.13% of the portfolio, ranked #10.

Cetera Investment Advisers first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.37B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cetera Investment Advisers held 2,878,640 shares of Microsoft worth $1.07B as of Q1 2026.
  • Cetera Investment Advisers bought 124,323 Microsoft shares in Q1 2026, an estimated $52M.
  • Microsoft made up 1.13% of Cetera Investment Advisers's portfolio in Q1 2026, its #10 holding.
  • Cetera Investment Advisers first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Microsoft position peaked at $1.37B in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.