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
2026 Q1	$172K	Buy	19,600 +19,200	+4,800%	+$8.03M	﹤0.01%	1499
2025 Q4	$193K	Hold	400	–	–	﹤0.01%	1499
2025 Q3	$207K	Buy	+400	New	+$204K	﹤0.01%	1415
2024 Q3	–	Sell	-600	Closed	-$268K	–	2224
2024 Q2	$268K	Buy	+600	New	+$253K	﹤0.01%	1767
2024 Q1	–	Sell	-1,000	Closed	-$376K	–	1958
2023 Q4	$376K	Sell	1,000 -9,178,700	-100%	-$3.27B	﹤0.01%	1381
2023 Q3	$2.9B	Buy	+9,179,700	New	+$3.03B	11.19%	2

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,181 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.
6,181 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.