Cyndeo Wealth Partners
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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
Q3 		$81.5M Sell
158,882
-33,492
-17% -$15.5M 3.69% 1
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cyndeo Wealth Partners's MSFT Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Microsoft (MSFT) stake by 17% in Q3 2026, selling an estimated $15.5M and leaving 158,882 shares worth $81.5M. The position accounts for 3.69% of the portfolio, ranked #1.

Cyndeo Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $85.6M in Q3 2025. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cyndeo Wealth Partners held 158,882 shares of Microsoft worth $81.5M as of Q3 2026.
  • Cyndeo Wealth Partners sold 33,492 Microsoft shares in Q3 2026, an estimated $15.5M.
  • Microsoft made up 3.69% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Cyndeo Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Microsoft position peaked at $85.6M in Q3 2025.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.