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Cooper Investors’s Microsoft MSFT Stock Holding History

Cooper Investors’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 		$1.34M Sell
3,602
-8,469
-70% -$3.43M 0.62% 30
2026
Q1 		$4.47M Sell
12,071
-8,219
-41% -$3.44M 1.82% 21
2025
Q4 		$9.81M Sell
20,290
-2,900
-13% -$1.45M 3.26% 11
2025
Q3 		$12M Sell
23,190
-41,116
-64% -$21M 3.28% 9
2025
Q2 		$32M Sell
64,306
-15,021
-19% -$6.52M 5.82% 2
2025
Q1 		$29.8M Buy
79,327
+33,465
+73% +$13.6M 4.84% 5
2024
Q4 		$19.3M Buy
45,862
+972
+2% +$414K 3.05% 11
2024
Q3 		$19.3M Buy
44,890
+3,493
+8% +$1.49M 2.87% 13
2024
Q2 		$18.5M Hold
41,397
– – 2.81% 14
2024
Q1 		$17.4M Buy
41,397
+200
+0.5% +$81K 1% 27
2023
Q4 		$15.5M Buy
+41,197
New +$14.7M 0.93% 27

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
Ninety One (UK)
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
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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cooper Investors's MSFT Position: Q2 2026 in Review

Cooper Investors reduced its Microsoft (MSFT) stake by 70% in Q2 2026, selling an estimated $3.43M and leaving 3,602 shares worth $1.34M. The position accounts for 0.62% of the portfolio, ranked #30.

Cooper Investors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $32M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cooper Investors held 3,602 shares of Microsoft worth $1.34M as of Q2 2026.
  • Cooper Investors sold 8,469 Microsoft shares in Q2 2026, an estimated $3.43M.
  • Microsoft made up 0.62% of Cooper Investors's portfolio in Q2 2026, its #30 holding.
  • Cooper Investors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Cooper Investors's Microsoft position peaked at $32M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cooper Investors's 13F filing for Q2 2026, filed 7 Jul 2026.