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Cedrus Wealth Group LLC’s Microsoft MSFT Stock Holding History

Cedrus Wealth Group LLC’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 		$268K Sell
719
-2,788
-79% -$1.13M 0.23% 45
2026
Q1 		$1.3M Buy
3,507
+300
+9% +$126K 1.45% 19
2025
Q4 		$1.55M Buy
+3,207
New +$1.61M 1.43% 20

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

Cedrus Wealth Group LLC's MSFT Position: Q2 2026 in Review

Cedrus Wealth Group LLC reduced its Microsoft (MSFT) stake by 79% in Q2 2026, selling an estimated $1.13M and leaving 719 shares worth $268K. The position accounts for 0.23% of the portfolio, ranked #45.

Cedrus Wealth Group LLC first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cedrus Wealth Group LLC held 719 shares of Microsoft worth $268K as of Q2 2026.
  • Cedrus Wealth Group LLC sold 2,788 Microsoft shares in Q2 2026, an estimated $1.13M.
  • Microsoft made up 0.23% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #45 holding.
  • Cedrus Wealth Group LLC first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Cedrus Wealth Group LLC's Microsoft position peaked at $1.55M in Q4 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.