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Crown Wealth Group’s Microsoft MSFT Stock Holding History

Crown Wealth 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
2026
Q2 		$9.47M Buy
25,392
+1,304
+5% +$528K 2.41% 13
2026
Q1 		$8.92M Buy
24,088
+1,067
+5% +$446K 2.62% 9
2025
Q4 		$11.1M Buy
23,021
+314
+1% +$157K 3.11% 7
2025
Q3 		$11.8M Buy
22,707
+380
+2% +$194K 3.53% 6
2025
Q2 		$11.1M Buy
22,327
+51
+0.2% +$22.1K 4.17% 5
2025
Q1 		$8.36M Sell
22,276
-91
-0.4% -$37.1K 4.34% 5
2024
Q4 		$9.43M Sell
22,367
-5
-0% -$2.13K 3.84% 6
2024
Q3 		$9.63M Sell
22,372
-100
-0.4% -$42.7K 4.19% 6
2024
Q2 		$10M Buy
22,472
+245
+1% +$103K 5.02% 4
2024
Q1 		$9.35M Buy
22,227
+1,128
+5% +$457K 4.82% 6
2023
Q4 		$7.93M Sell
21,099
-6
-0% -$2.14K 4.78% 6
2023
Q3 		$6.66M Sell
21,105
-1,084
-5% -$358K 5.01% 7
2023
Q2 		$7.56M Sell
22,189
-61
-0.3% -$19.1K 5.96% 6
2023
Q1 		$6.41M Sell
22,250
-952
-4% -$243K 5.37% 5
2022
Q4 		$5.56M Buy
23,202
+93
+0.4% +$22.3K 5.23% 5
2022
Q3 		$5.38M Sell
23,109
-47
-0.2% -$12.4K 5.52% 5
2022
Q2 		$5.95M Sell
23,156
-685
-3% -$186K 5.39% 5
2022
Q1 		$7.35M Buy
23,841
+23,016
+2,790% +$6.92M 5.12% 4
2021
Q4 		$277K Buy
+825
New +$267K 0.26% 60

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Crown Wealth Group's MSFT Position: Q2 2026 in Review

Crown Wealth Group increased its Microsoft (MSFT) stake by 5.4% in Q2 2026, buying an estimated $528K and bringing the position to 25,392 shares worth $9.47M. The position accounts for 2.41% of the portfolio, ranked #13.

Crown Wealth Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crown Wealth Group held 25,392 shares of Microsoft worth $9.47M as of Q2 2026.
  • Crown Wealth Group bought 1,304 Microsoft shares in Q2 2026, an estimated $528K.
  • Microsoft made up 2.41% of Crown Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Crown Wealth Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Crown Wealth Group's Microsoft position peaked at $11.8M in Q3 2025.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.