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Crestwood Advisors Group’s Microsoft MSFT Stock Holding History

Crestwood Advisors Group’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
2022
Q4 		– Sell
-500
Closed -$116K – 280
2022
Q3 		$116K Hold
500
– – ﹤0.01% 254
2022
Q2 		$130K Buy
+500
New +$136K ﹤0.01% 253

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

Crestwood Advisors Group's MSFT Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Microsoft (MSFT) stake by 0.62% in Q1 2026, selling an estimated $1.41M and leaving 535,920 shares worth $198M. The position accounts for 3.34% of the portfolio, ranked #4.

Crestwood Advisors Group first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $287M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Crestwood Advisors Group held 535,920 shares of Microsoft worth $198M as of Q1 2026.
  • Crestwood Advisors Group sold 3,362 Microsoft shares in Q1 2026, an estimated $1.41M.
  • Microsoft made up 3.34% of Crestwood Advisors Group's portfolio in Q1 2026, its #4 holding.
  • Crestwood Advisors Group first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's Microsoft position peaked at $287M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.