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Cherokee Insurance’s Microsoft MSFT Stock Holding History

Cherokee Insurance’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 		$7.77M Hold
20,825
– – 3% 7
2026
Q1 		$7.71M Buy
20,825
+600
+3% +$251K 2.93% 9
2025
Q4 		$9.78M Hold
20,225
– – 3.97% 3
2025
Q3 		$10.5M Hold
20,225
– – 4.49% 2
2025
Q2 		$10.1M Hold
20,225
– – 4.39% 2
2025
Q1 		$7.59M Buy
20,225
+300
+2% +$122K 3.36% 6
2024
Q4 		$8.4M Buy
+19,925
New +$8.49M 3.81% 3

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cherokee Insurance's MSFT Position: Q2 2026 in Review

Cherokee Insurance held its Microsoft (MSFT) position steady in Q2 2026 at 20,825 shares worth $7.77M. The position accounts for 3% of the portfolio, ranked #7.

Cherokee Insurance first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q3 2025. 3,389 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cherokee Insurance held 20,825 shares of Microsoft worth $7.77M as of Q2 2026.
  • Cherokee Insurance left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 3% of Cherokee Insurance's portfolio in Q2 2026, its #7 holding.
  • Cherokee Insurance first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's Microsoft position peaked at $10.5M in Q3 2025.
  • 3,389 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.