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Cresset Asset Management’s Microsoft MSFT Stock Holding History

Cresset Asset Management’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cresset Asset Management's MSFT Position: Q1 2026 in Review

Cresset Asset Management increased its Microsoft (MSFT) stake by 5.7% in Q1 2026, buying an estimated $13.2M and bringing the position to 579,611 shares worth $215M. The position accounts for 0.93% of the portfolio, ranked #14.

Cresset Asset Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $520M in Q2 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cresset Asset Management held 579,611 shares of Microsoft worth $215M as of Q1 2026.
  • Cresset Asset Management bought 31,451 Microsoft shares in Q1 2026, an estimated $13.2M.
  • Microsoft made up 0.93% of Cresset Asset Management's portfolio in Q1 2026, its #14 holding.
  • Cresset Asset Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Microsoft position peaked at $520M in Q2 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.