Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s Microsoft MSFT Stock Holding History

Cornerstone 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
Q3 		$388K Buy
756
+28
+4% +$12.9K 0.08% 39
2026
Q2 		$271K Buy
728
+74
+11% +$29.9K 0.06% 46
2026
Q1 		$242K Sell
654
-180
-22% -$75.3K 0.06% 43
2025
Q4 		$403K Hold
834
– – 0.09% 37
2025
Q3 		$432K Hold
834
– – 0.1% 36
2025
Q2 		$415K Sell
834
-17
-2% -$7.38K 0.11% 36
2025
Q1 		$319K Hold
851
– – 0.09% 39
2024
Q4 		$359K Buy
851
+100
+13% +$42.6K 0.1% 36
2024
Q3 		$323K Buy
751
+145
+24% +$62K 0.09% 36
2024
Q2 		$271K Buy
606
+123
+25% +$51.9K 0.08% 44
2024
Q1 		$203K Sell
483
-100
-17% -$40.5K 0.06% 44
2023
Q4 		$219K Buy
+583
New +$208K 0.07% 42

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Cornerstone Wealth Advisors's MSFT Position: Q3 2026 in Review

Cornerstone Wealth Advisors increased its Microsoft (MSFT) stake by 3.8% in Q3 2026, buying an estimated $12.9K and bringing the position to 756 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #39.

Cornerstone Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $432K in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cornerstone Wealth Advisors held 756 shares of Microsoft worth $388K as of Q3 2026.
  • Cornerstone Wealth Advisors bought 28 Microsoft shares in Q3 2026, an estimated $12.9K.
  • Microsoft made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • Cornerstone Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Cornerstone Wealth Advisors's Microsoft position peaked at $432K in Q3 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.