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 		$224K Hold
2,700
– – ﹤0.01% 4208
2025
Q4 		$71.7K Buy
+2,700
New +$1.35M ﹤0.01% 4464
2024
Q3 		– Sell
-300
Closed -$27 – 3855
2024
Q2 		$27 Buy
+300
New +$127K ﹤0.01% 3724

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.