CAG
MSFT icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crestwood Advisors Group's MSFT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $4.67M and bringing the position to 547,463 shares worth $204M. The position accounts for 3.03% of the portfolio, ranked #5.

Crestwood Advisors Group first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $287M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crestwood Advisors Group held 547,463 shares of Microsoft worth $204M as of Q2 2026.
  • Crestwood Advisors Group bought 11,543 Microsoft shares in Q2 2026, an estimated $4.67M.
  • Microsoft made up 3.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #5 holding.
  • Crestwood Advisors Group first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's Microsoft position peaked at $287M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.