Cornerstone Planning Group’s Microsoft MSFT Stock Holding History

Cornerstone Planning 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	$2.06M	Sell	5,285 -66	-1%	-$26.7K	0.26%	50
2026 Q1	$2.2M	Buy	5,351 +484	+10%	+$203K	0.29%	49
2025 Q4	$2.34M	Sell	4,867 -539	-10%	-$270K	0.37%	38
2025 Q3	$2.84M	Buy	5,406 +799	+17%	+$408K	0.46%	35
2025 Q2	$2.43M	Buy	4,607 +67	+1%	+$29.1K	0.5%	25
2025 Q1	$1.7M	Buy	4,540 +1,917	+73%	+$782K	0.41%	22
2024 Q4	$1.14M	Sell	2,623 -34	-1%	-$14.5K	0.28%	27
2024 Q3	$1.15M	Sell	2,657 -251	-9%	-$107K	0.3%	25
2024 Q2	$1.15M	Buy	2,908 +310	+12%	+$131K	0.33%	24
2024 Q1	$1.06M	Sell	2,598 -216	-8%	-$87.4K	0.33%	24
2023 Q4	$1.06M	Sell	2,814 -159	-5%	-$56.6K	0.35%	24
2023 Q3	$939K	Buy	2,973 +611	+26%	+$202K	0.36%	24
2023 Q2	$804K	Buy	+2,362	New	+$740K	0.32%	34
2022 Q4	$688K	Buy	+2,967	New	+$712K	0.29%	48

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Microsoft (MSFT) stake by 1.2% in Q2 2026, selling an estimated $26.7K and leaving 5,285 shares worth $2.06M. The position accounts for 0.26% of the portfolio, ranked #50.

Cornerstone Planning Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cornerstone Planning Group held 5,285 shares of Microsoft worth $2.06M as of Q2 2026.
Cornerstone Planning Group sold 66 Microsoft shares in Q2 2026, an estimated $26.7K.
Microsoft made up 0.26% of Cornerstone Planning Group's portfolio in Q2 2026, its #50 holding.
Cornerstone Planning Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Microsoft position peaked at $2.84M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.