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Cooper Financial Group’s Microsoft MSFT Stock Holding History

Cooper Financial Group’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 		$33.2M Buy
64,731
+5,387
+9% +$2.49M 2.64% 6
2026
Q2 		$22.1M Sell
59,344
-1,088
-2% -$440K 1.84% 14
2026
Q1 		$22.4M Sell
60,432
-1,346
-2% -$563K 2.26% 9
2025
Q4 		$29.9M Buy
61,778
+1,364
+2% +$684K 3.18% 6
2025
Q3 		$31.3M Buy
60,414
+2,040
+3% +$1.04M 3.46% 6
2025
Q2 		$29M Buy
58,374
+742
+1% +$322K 3.42% 6
2025
Q1 		$21.6M Buy
57,632
+3,017
+6% +$1.23M 2.85% 4
2024
Q4 		$23M Buy
54,615
+4,248
+8% +$1.81M 2.77% 8
2024
Q3 		$21.7M Buy
50,367
+477
+1% +$204K 2.81% 6
2024
Q2 		$22.3M Buy
49,890
+484
+1% +$204K 3.28% 6
2024
Q1 		$20.8M Buy
49,406
+2,515
+5% +$1.02M 3.42% 6
2023
Q4 		$17.6M Buy
46,891
+1,387
+3% +$494K 3.21% 6
2023
Q3 		$14.4M Buy
45,504
+1,352
+3% +$447K 3.45% 3
2023
Q2 		$15M Buy
44,152
+3,656
+9% +$1.15M 3.73% 2
2023
Q1 		$11.7M Sell
40,496
-1,088
-3% -$278K 3.15% 4
2022
Q4 		$9.97M Buy
41,584
+995
+2% +$239K 3.05% 4
2022
Q3 		$9.45M Buy
40,589
+1,964
+5% +$519K 3.4% 3
2022
Q2 		$9.92M Buy
38,625
+2,489
+7% +$676K 3.6% 3
2022
Q1 		$11.1M Buy
36,136
+674
+2% +$203K 4.23% 4
2021
Q4 		$11.9M Sell
35,462
-2,566
-7% -$832K 4.5% 4
2021
Q3 		$10.7M Buy
38,028
+716
+2% +$208K 2.22% 12
2021
Q2 		$10.1M Buy
37,312
+3,213
+9% +$817K 2.06% 12
2021
Q1 		$8.04M Sell
34,099
-7,221
-17% -$1.68M 1.82% 14
2020
Q4 		$9.19M Buy
41,320
+8,675
+27% +$1.87M 1.87% 13
2020
Q3 		$6.87M Buy
32,645
+109
+0.3% +$22.9K 1.98% 13
2020
Q2 		$6.62M Buy
32,536
+3,807
+13% +$691K 2.14% 11
2020
Q1 		$4.53M Buy
28,729
+6,100
+27% +$1M 1.89% 13
2019
Q4 		$3.57M Buy
22,629
+1,017
+5% +$149K 1.43% 14
2019
Q3 		$3M Buy
21,612
+1,181
+6% +$162K 1.36% 14
2019
Q2 		$2.74M Buy
20,431
+1,048
+5% +$133K 1.33% 17
2019
Q1 		$2.29M Sell
19,383
-83
-0.4% -$9.06K 1.26% 19
2018
Q4 		$1.98M Buy
+19,466
New +$2.09M 1.34% 19

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Cooper Financial Group's MSFT Position: Q3 2026 in Review

Cooper Financial Group increased its Microsoft (MSFT) stake by 9.1% in Q3 2026, buying an estimated $2.49M and bringing the position to 64,731 shares worth $33.2M. The position accounts for 2.64% of the portfolio, ranked #6.

Cooper Financial Group first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. 551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cooper Financial Group held 64,731 shares of Microsoft worth $33.2M as of Q3 2026.
  • Cooper Financial Group bought 5,387 Microsoft shares in Q3 2026, an estimated $2.49M.
  • Microsoft made up 2.64% of Cooper Financial Group's portfolio in Q3 2026, its #6 holding.
  • Cooper Financial Group first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • 551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.