CCWP
MSFT icon

Cedar Cove Wealth Partners’s Microsoft MSFT Stock Holding History

Cedar Cove Wealth Partners’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 		$245K Buy
658
+51
+8% +$20.6K 0.12% 83
2026
Q1 		$225K Sell
607
-3
-0.5% -$1.25K 0.12% 86
2025
Q4 		$295K Buy
+610
New +$306K 0.15% 78

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cedar Cove Wealth Partners's MSFT Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its Microsoft (MSFT) stake by 8.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 658 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #83.

Cedar Cove Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cedar Cove Wealth Partners held 658 shares of Microsoft worth $245K as of Q2 2026.
  • Cedar Cove Wealth Partners bought 51 Microsoft shares in Q2 2026, an estimated $20.6K.
  • Microsoft made up 0.12% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Cedar Cove Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Cedar Cove Wealth Partners's Microsoft position peaked at $295K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.