Cherry Tree Wealth Management
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Cherry Tree Wealth Management’s Microsoft MSFT Stock Holding History

Cherry Tree Wealth Management’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
Q3 		$3.96M Sell
7,723
-27
-0.3% -$12.5K 0.75% 43
2026
Q2 		$2.89M Sell
7,750
-235
-3% -$95.1K 0.54% 45
2026
Q1 		$2.96M Buy
7,985
+8
+0.1% +$3.35K 0.63% 43
2025
Q4 		$3.86M Buy
7,977
+357
+5% +$179K 0.81% 36
2025
Q3 		$3.95M Sell
7,620
-69
-0.9% -$35.2K 0.87% 36
2025
Q2 		$3.82M Sell
7,689
-168
-2% -$73K 0.89% 35
2025
Q1 		$2.95M Buy
7,857
+7
+0.1% +$2.85K 0.71% 37
2024
Q4 		$3.31M Sell
7,850
-52
-0.7% -$22.1K 0.82% 37
2024
Q3 		$3.4M Sell
7,902
-500
-6% -$214K 0.81% 35
2024
Q2 		$3.76M Sell
8,402
-123
-1% -$51.9K 0.94% 32
2024
Q1 		$3.59M Buy
8,525
+164
+2% +$66.4K 0.9% 29
2023
Q4 		$3.14M Sell
8,361
-36
-0.4% -$12.8K 0.84% 32
2023
Q3 		$2.65M Buy
8,397
+172
+2% +$56.8K 0.78% 30
2023
Q2 		$2.8M Buy
+8,225
New +$2.58M 0.82% 29

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Cherry Tree Wealth Management's MSFT Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Microsoft (MSFT) stake by 0.35% in Q3 2026, selling an estimated $12.5K and leaving 7,723 shares worth $3.96M. The position accounts for 0.75% of the portfolio, ranked #43.

Cherry Tree Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 14 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cherry Tree Wealth Management held 7,723 shares of Microsoft worth $3.96M as of Q3 2026.
  • Cherry Tree Wealth Management sold 27 Microsoft shares in Q3 2026, an estimated $12.5K.
  • Microsoft made up 0.75% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Cherry Tree Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 14 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.