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Cherrydale Wealth Management’s Microsoft MSFT Stock Holding History

Cherrydale Wealth Management’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 		$2.14M Buy
5,746
+100
+2% +$40.5K 0.56% 21
2026
Q1 		$2.09M Sell
5,646
-837
-13% -$350K 0.65% 18
2025
Q4 		$3.14M Hold
6,483
– – 0.95% 15
2025
Q3 		$3.36M Hold
6,483
– – 1.06% 15
2025
Q2 		$3.22M Buy
6,483
+149
+2% +$64.7K 1.12% 14
2025
Q1 		$2.38M Sell
6,334
-255
-4% -$104K 0.94% 14
2024
Q4 		$2.78M Buy
6,589
+270
+4% +$115K 1.07% 14
2024
Q3 		$2.72M Buy
6,319
+26
+0.4% +$11.1K 1.11% 13
2024
Q2 		$2.81M Buy
6,293
+637
+11% +$269K 1.23% 11
2024
Q1 		$2.38M Buy
5,656
+884
+19% +$358K 1.11% 12
2023
Q4 		$1.79M Buy
4,772
+309
+7% +$110K 0.94% 15
2023
Q3 		$1.41M Buy
4,463
+106
+2% +$35K 0.84% 16
2023
Q2 		$1.48M Buy
4,357
+238
+6% +$74.6K 1.04% 12
2023
Q1 		$1.19M Buy
4,119
+1,275
+45% +$325K 0.9% 12
2022
Q4 		$682K Sell
2,844
-1,774
-38% -$426K 0.56% 16
2022
Q3 		$1.08M Buy
4,618
+116
+3% +$30.6K 0.99% 13
2022
Q2 		$1.16M Sell
4,502
-1,097
-20% -$298K 1.06% 13
2022
Q1 		$1.73M Buy
5,599
+1,439
+35% +$433K 1.27% 10
2021
Q4 		$1.4M Buy
+4,160
New +$1.35M 1.05% 14

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

Cherrydale Wealth Management's MSFT Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $40.5K and bringing the position to 5,746 shares worth $2.14M. The position accounts for 0.56% of the portfolio, ranked #21.

Cherrydale Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cherrydale Wealth Management held 5,746 shares of Microsoft worth $2.14M as of Q2 2026.
  • Cherrydale Wealth Management bought 100 Microsoft shares in Q2 2026, an estimated $40.5K.
  • Microsoft made up 0.56% of Cherrydale Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Cherrydale Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Microsoft position peaked at $3.36M in Q3 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.