Crystal Cove Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$505K Sell
1,354
-40
-3% -$16.2K 0.55% 13
2026
Q1
$516K Buy
+1,394
New +$583K 0.62% 10

Other funds holding MSFT

Crystal Cove Asset Management's MSFT Position: Q2 2026 in Review

Crystal Cove Asset Management reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $16.2K and leaving 1,354 shares worth $505K. The position accounts for 0.55% of the portfolio, ranked #13.

Crystal Cove Asset Management first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $516K in Q1 2026. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crystal Cove Asset Management held 1,354 shares of Microsoft worth $505K as of Q2 2026.
  • Crystal Cove Asset Management sold 40 Microsoft shares in Q2 2026, an estimated $16.2K.
  • Microsoft made up 0.55% of Crystal Cove Asset Management's portfolio in Q2 2026, its #13 holding.
  • Crystal Cove Asset Management first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • Crystal Cove Asset Management's Microsoft position peaked at $516K in Q1 2026.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Crystal Cove Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.