Cresta Advisors’s Microsoft MSFT Stock Holding History

Cresta Advisors’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 Q3	$844K	Sell	1,645 -2,434	-60%	-$1.13M	0.37%	33
2026 Q2	$1.52M	Sell	4,079 -46	-1%	-$18.6K	0.55%	30
2026 Q1	$1.53M	Buy	4,125 +2,000	+94%	+$837K	0.63%	29
2025 Q4	$1.03M	Buy	2,125 +203	+11%	+$102K	0.43%	31
2025 Q3	$996K	Hold	1,922	–	–	0.44%	29
2025 Q2	$956K	Sell	1,922 -1,600	-45%	-$695K	0.47%	31
2025 Q1	$1.32M	Buy	3,522 +182	+5%	+$74.2K	0.69%	26
2024 Q4	$1.44M	Hold	3,340	–	–	0.75%	26
2024 Q3	$1.44M	Buy	3,340 +1	+0%	+$427	0.75%	26
2024 Q2	$1.49M	Buy	3,339 +1,269	+61%	+$536K	0.88%	27
2024 Q1	$871K	Sell	2,070 -896	-30%	-$363K	0.55%	27
2023 Q4	$1.12M	Buy	2,966 +1,561	+111%	+$556K	0.74%	27
2023 Q3	$444K	Buy	+1,405	New	+$464K	0.34%	33
2023 Q2	–	Sell	-1,405	Closed	-$405K	–	46
2023 Q1	$405K	Buy	+1,405	New	+$358K	0.32%	30

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cresta Advisors's MSFT Position: Q3 2026 in Review

Cresta Advisors reduced its Microsoft (MSFT) stake by 60% in Q3 2026, selling an estimated $1.13M and leaving 1,645 shares worth $844K. The position accounts for 0.37% of the portfolio, ranked #33.

Cresta Advisors first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2026. 977 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Cresta Advisors held 1,645 shares of Microsoft worth $844K as of Q3 2026.
Cresta Advisors sold 2,434 Microsoft shares in Q3 2026, an estimated $1.13M.
Microsoft made up 0.37% of Cresta Advisors's portfolio in Q3 2026, its #33 holding.
Cresta Advisors first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
Cresta Advisors's Microsoft position peaked at $1.53M in Q1 2026.
977 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.