Cottage Street Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.94M Sell
21,169
-1,179
-5% -$477K 3.07% 7
2026
Q1
$8.27M Sell
22,348
-295
-1% -$123K 3.58% 7
2025
Q4
$11M Sell
22,643
-1,136
-5% -$569K 4.63% 5
2025
Q3
$12.3M Buy
23,779
+3,939
+20% +$2.01M 5.23% 2
2025
Q2
$9.87M Sell
19,840
-6,310
-24% -$2.74M 5.13% 1
2025
Q1
$7.85M Buy
26,150
+5,118
+24% +$2.09M 3.93% 5
2024
Q4
$8.86M Buy
21,032
+9
+0% +$3.83K 4.62% 3
2024
Q3
$9.04M Sell
21,023
-402
-2% -$172K 4.93% 3
2024
Q2
$9.58M Sell
21,425
-191
-0.9% -$80.7K 5.65% 2
2024
Q1
$9.09M Buy
21,616
+267
+1% +$108K 5.49% 1
2023
Q4
$7.96M Sell
21,349
-325
-1% -$116K 5.35% 3
2023
Q3
$6.84M Buy
21,674
+169
+0.8% +$55.8K 5% 3
2023
Q2
$7.32M Buy
21,505
+254
+1% +$79.6K 5.3% 2
2023
Q1
$6.13M Sell
21,251
-3,742,049
-99% -$955M 4.74% 2
2022
Q4
$1.35B Buy
3,763,300
+3,742,199
+17,735% +$898M 6.96% 2
2022
Q3
$4.91M Buy
21,101
+511
+2% +$135K 4.03% 5
2022
Q2
$5.29M Buy
20,590
+454
+2% +$123K 3.98% 5
2022
Q1
$6.21M Buy
20,136
+549
+3% +$165K 3.71% 5
2021
Q4
$6.59M Buy
19,587
+53
+0.3% +$17.2K 3.73% 5
2021
Q3
$5.51M Sell
19,534
-181
-0.9% -$52.7K 3.7% 7
2021
Q2
$5.34M Sell
19,715
-359
-2% -$91.3K 3.17% 8
2021
Q1
$4.73M Sell
20,074
-728
-3% -$169K 3.11% 6
2020
Q4
$4.63M Sell
20,802
-1,237
-6% -$266K 4.32% 7
2020
Q3
$4.63M Sell
22,039
-282
-1% -$59.2K 3.4% 5
2020
Q2
$4.54M Buy
22,321
+2,115
+10% +$384K 3.41% 5
2020
Q1
$3.17M Sell
20,206
-12,999
-39% -$2.14M 2.85% 10
2019
Q4
$5.24M Sell
33,205
-34
-0.1% -$5K 2.97% 9
2019
Q3
$4.62M Buy
33,239
+1,601
+5% +$220K 2.78% 10
2019
Q2
$4.24M Sell
31,638
-3,138
-9% -$398K 2.53% 11
2019
Q1
$4.1M Sell
34,776
-500
-1% -$54.6K 2.51% 11
2018
Q4
$3.58M Sell
35,276
-1,396
-4% -$150K 2.39% 11
2018
Q3
$4.19M Sell
36,672
-600
-2% -$65K 2.38% 11
2018
Q2
$3.67M Buy
37,272
+170
+0.5% +$16.5K 2.16% 15
2018
Q1
$3.39M Sell
37,102
-499
-1% -$45.6K 2.07% 15
2017
Q4
$3.22M Buy
37,601
+19
+0.1% +$1.56K 1.91% 20
2017
Q3
$2.8M Buy
37,582
+1,253
+3% +$91.5K 1.78% 21
2017
Q2
$2.5M Sell
36,329
-797
-2% -$54.7K 1.7% 22
2017
Q1
$2.44M Sell
37,126
-47
-0.1% -$3.01K 1.74% 20
2016
Q4
$2.31M Buy
37,173
+4,903
+15% +$295K 1.76% 17
2016
Q3
$1.86M Buy
32,270
+5,803
+22% +$328K 1.43% 27
2016
Q2
$1.35M Sell
26,467
-1,147
-4% -$59.6K 1.1% 38
2016
Q1
$1.53M Buy
27,614
+500
+2% +$26.2K 1.33% 32
2015
Q4
$1.43M Buy
+27,114
New +$1.43M 1.26% 30

Other funds holding MSFT

Cottage Street Advisors's MSFT Position: Q2 2026 in Review

Cottage Street Advisors reduced its Microsoft (MSFT) stake by 5.3% in Q2 2026, selling an estimated $477K and leaving 21,169 shares worth $7.94M. The position accounts for 3.07% of the portfolio, ranked #7.

Cottage Street Advisors first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.35B in Q4 2022. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cottage Street Advisors held 21,169 shares of Microsoft worth $7.94M as of Q2 2026.
  • Cottage Street Advisors sold 1,179 Microsoft shares in Q2 2026, an estimated $477K.
  • Microsoft made up 3.07% of Cottage Street Advisors's portfolio in Q2 2026, its #7 holding.
  • Cottage Street Advisors first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
  • Cottage Street Advisors's Microsoft position peaked at $1.35B in Q4 2022.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.