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
Q2 		$223K Buy
3,000
+300
+11% +$121K ﹤0.01% 4407
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers's MSFT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $63.9M and bringing the position to 3,036,653 shares worth $1.13B. The position accounts for 1.03% of the portfolio, ranked #12.

Cetera Investment Advisers first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.37B in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cetera Investment Advisers held 3,036,653 shares of Microsoft worth $1.13B as of Q2 2026.
  • Cetera Investment Advisers bought 158,013 Microsoft shares in Q2 2026, an estimated $63.9M.
  • Microsoft made up 1.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #12 holding.
  • Cetera Investment Advisers first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
  • Cetera Investment Advisers's Microsoft position peaked at $1.37B in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.