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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cresta Advisors's MSFT Position: Q2 2026 in Review

Cresta Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $18.6K and leaving 4,079 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #30.

Cresta Advisors first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cresta Advisors held 4,079 shares of Microsoft worth $1.52M as of Q2 2026.
Cresta Advisors sold 46 Microsoft shares in Q2 2026, an estimated $18.6K.
Microsoft made up 0.55% of Cresta Advisors's portfolio in Q2 2026, its #30 holding.
Cresta Advisors first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Cresta Advisors's Microsoft position peaked at $1.53M in Q1 2026.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.