Cresset Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,500
Closed -$1.08M 2043
2024
Q3
$1.08M Buy
2,500
+2,000
+400% +$855K ﹤0.01% 1131
2024
Q2
$223K Buy
+500
New +$211K ﹤0.01% 1852
2023
Q3
Sell
-200,000
Closed -$68.1M 1918
2023
Q2
$68.1M Buy
+200,000
New +$62.7M 0.08% 72

Other funds holding MSFT

Cresset Asset Management's MSFT Position: Q2 2026 in Review

Cresset Asset Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $24.8M and bringing the position to 640,808 shares worth $239M. The position accounts for 0.86% of the portfolio, ranked #16.

Cresset Asset Management first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $520M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cresset Asset Management held 640,808 shares of Microsoft worth $239M as of Q2 2026.
  • Cresset Asset Management bought 61,197 Microsoft shares in Q2 2026, an estimated $24.8M.
  • Microsoft made up 0.86% of Cresset Asset Management's portfolio in Q2 2026, its #16 holding.
  • Cresset Asset Management first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Microsoft position peaked at $520M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.