CogentBlue Wealth Advisors’s Microsoft MSFT Stock Holding History

CogentBlue Wealth Advisors’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	$1.58M	Buy	4,239 +99	+2%	+$40.1K	0.91%	22
2026 Q1	$1.53M	Sell	4,140 -1,693	-29%	-$708K	1.03%	21
2025 Q4	$2.82M	Sell	5,833 -19	-0.3%	-$9.52K	1.92%	17
2025 Q3	$3.03M	Sell	5,852 -71	-1%	-$36.2K	2.07%	17
2025 Q2	$2.95M	Sell	5,923 -180	-3%	-$78.2K	2.26%	13
2025 Q1	$2.29M	Sell	6,103 -6,239	-51%	-$2.54M	2.01%	14
2024 Q4	$5.2M	Buy	+12,342	New	+$5.26M	4.58%	8

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CogentBlue Wealth Advisors's MSFT Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $40.1K and bringing the position to 4,239 shares worth $1.58M. The position accounts for 0.91% of the portfolio, ranked #22.

CogentBlue Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q4 2024. 1,375 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

CogentBlue Wealth Advisors held 4,239 shares of Microsoft worth $1.58M as of Q2 2026.
CogentBlue Wealth Advisors bought 99 Microsoft shares in Q2 2026, an estimated $40.1K.
Microsoft made up 0.91% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #22 holding.
CogentBlue Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
CogentBlue Wealth Advisors's Microsoft position peaked at $5.2M in Q4 2024.
1,375 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.