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Cassady Wealth & Retirement Planning »

Microsoft Corporation shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$775k	1.6k	483.76

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Capital Group Core Balanced SHS (CGBL)

Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)

Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Microsoft Corporation

State Street Corporation

Geode Capital Management

Norges Bank Investment Management

Capital Research and Management Company - Division 3

Capital Research Global Investors

Capital World Investors

Ubs Global Asset Management Americas

Goldman Sachs Group

Bank of New York Mellon

Legal & General Group

Charles Schwab Investment Management

View all funds holding Microsoft Corporation

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