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Cascade Financial Partners, LLC

SEC CIK
0002021208
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Cascade Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
23,392
Value
$8.73M
% of portfolio
0.8%
Quarters held
10
Since Q1 2024
Holdings of MSFT by Cascade Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,392$8.73M0.8%+277+1.2%AddedHolders
Q1 202623,115$8.56M0.9%+926+4.2%AddedHolders
Q4 202522,189$10.7M1.1%−401−1.8%ReducedHolders
Q3 202522,590$11.7M1.3%−345−1.5%ReducedHolders
Q2 202522,935$11.4M1.4%+165+0.7%AddedHolders
Q1 202522,770$8.55M1.1%−419−1.8%ReducedHolders
Q4 202423,189$9.77M1.3%+2,760+13.5%AddedHolders
Q3 202420,429$8.73M1.1%−80.0%ReducedHolders
Q2 202420,437$9.13M1.2%+164+0.8%AddedHolders
Q1 202420,273$8.55M1.2%–No prior filingHolders