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Cyndeo Wealth Partners’s Microsoft MSFT Stock Holding History

Cyndeo Wealth Partners’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 		$71.8M Sell
192,374
-210
-0.1% -$85K 3.38% 1
2026
Q1 		$71.3M Buy
192,584
+22,031
+13% +$9.22M 3.75% 1
2025
Q4 		$82.5M Buy
170,553
+5,355
+3% +$2.68M 4.45% 1
2025
Q3 		$85.6M Sell
165,198
-2,682
-2% -$1.37M 4.76% 1
2025
Q2 		$83.5M Buy
167,880
+3,995
+2% +$1.73M 4.95% 1
2025
Q1 		$61.5M Buy
163,885
+16,432
+11% +$6.7M 4.04% 1
2024
Q4 		$62.2M Buy
147,453
+2,314
+2% +$986K 4.2% 1
2024
Q3 		$62.5M Sell
145,139
-6,086
-4% -$2.6M 4.36% 1
2024
Q2 		$67.6M Buy
151,225
+5,882
+4% +$2.48M 5.29% 1
2024
Q1 		$61.1M Buy
145,343
+1,876
+1% +$759K 5.09% 1
2023
Q4 		$53.9M Buy
143,467
+28,891
+25% +$10.3M 4.99% 1
2023
Q3 		$36.2M Buy
114,576
+6,678
+6% +$2.21M 3.77% 1
2023
Q2 		$36.7M Sell
107,898
-3,414
-3% -$1.07M 3.84% 1
2023
Q1 		$32.1M Buy
111,312
+8,147
+8% +$2.08M 3.46% 2
2022
Q4 		$24.7M Buy
+103,165
New +$24.8M 2.91% 2

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

Cyndeo Wealth Partners's MSFT Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Microsoft (MSFT) stake by 0.11% in Q2 2026, selling an estimated $85K and leaving 192,374 shares worth $71.8M. The position accounts for 3.38% of the portfolio, ranked #1.

Cyndeo Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $85.6M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cyndeo Wealth Partners held 192,374 shares of Microsoft worth $71.8M as of Q2 2026.
  • Cyndeo Wealth Partners sold 210 Microsoft shares in Q2 2026, an estimated $85K.
  • Microsoft made up 3.38% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Cyndeo Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Microsoft position peaked at $85.6M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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