CFG
MSFT icon

Cornerstone Financial Group’s Microsoft MSFT Stock Holding History

Cornerstone 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
Q2 		$512K Sell
1,372
-44
-3% -$17.8K 0.32% 50
2026
Q1 		$587K Buy
1,416
+3
+0.2% +$1.25K 0.38% 45
2025
Q4 		$683K Sell
1,413
-345
-20% -$173K 0.48% 42
2025
Q3 		$911K Sell
1,758
-23
-1% -$11.7K 0.71% 34
2025
Q2 		$886K Buy
1,781
+5
+0.3% +$2.17K 0.75% 33
2025
Q1 		$798K Buy
1,776
+4
+0.2% +$1.63K 0.72% 32
2024
Q4 		$747K Buy
+1,772
New +$755K 0.74% 35

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Financial Group's MSFT Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $17.8K and leaving 1,372 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #50.

Cornerstone Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $911K in Q3 2025. 4,660 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cornerstone Financial Group held 1,372 shares of Microsoft worth $512K as of Q2 2026.
  • Cornerstone Financial Group sold 44 Microsoft shares in Q2 2026, an estimated $17.8K.
  • Microsoft made up 0.32% of Cornerstone Financial Group's portfolio in Q2 2026, its #50 holding.
  • Cornerstone Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's Microsoft position peaked at $911K in Q3 2025.
  • 4,660 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.