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
2026
Q2
Sell
-19,600
Closed -$172K 1807
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

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.