SEC 13F Intelligence

Cascade Wealth Advisors, Inc / MSFT

Cascade Wealth Advisors, Inc’s Microsoft Corp Position

Does Cascade Wealth Advisors, Inc own Microsoft Corp (MSFT)? Yes — 7.9K shares worth $3M (+1.43% of its 13F portfolio) as of Q1 2026, up from 7.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.9K
% of Portfolio
+1.43%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.9K$3M+1.43%
Q4 20257.7K$4M+1.70%
Q3 20257.7K$4M+1.91%
Q2 20256.6K$3M+1.96%
Q1 20253.9K$2M+1.05%
Q4 20244.0K$2M+1.13%
Q3 20243.9K$2M+1.21%
Q2 20244.2K$2M+1.29%
Q1 20244.4K$2M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cascade Wealth Advisors, Inc’s full portfolio or all institutional holders of MSFT.