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 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

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

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

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 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 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

Cornerstone Wealth Advisors's MSFT Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $29.9K and bringing the position to 728 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #46.

Cornerstone Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cornerstone Wealth Advisors held 728 shares of Microsoft worth $271K as of Q2 2026.
Cornerstone Wealth Advisors bought 74 Microsoft shares in Q2 2026, an estimated $29.9K.
Microsoft made up 0.06% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Cornerstone Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Advisors's Microsoft position peaked at $432K in Q3 2025.
1,462 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.