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Cynosure Group’s Microsoft MSFT Stock Holding History

Cynosure 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
Q1 		$5.24M Sell
14,162
-769
-5% -$322K 0.66% 27
2025
Q4 		$7.22M Sell
14,931
-2,302
-13% -$1.15M 0.73% 24
2025
Q3 		$8.93M Buy
17,233
+8,123
+89% +$4.14M 0.97% 22
2025
Q2 		$4.53M Hold
9,110
– – 0.51% 28
2025
Q1 		$3.42M Sell
9,110
-861
-9% -$351K 0.47% 30
2024
Q4 		$4.2M Sell
9,971
-2,590
-21% -$1.1M 0.63% 27
2024
Q3 		$5.41M Sell
12,561
-4,401
-26% -$1.88M 0.79% 24
2024
Q2 		$7.58M Buy
16,962
+3,615
+27% +$1.53M 1.22% 17
2024
Q1 		$5.62M Sell
13,347
-2,847
-18% -$1.15M 1.01% 17
2023
Q4 		$6.09M Buy
16,194
+6,865
+74% +$2.44M 1.09% 18
2023
Q3 		$2.95M Sell
9,329
-746
-7% -$247K 0.9% 35
2023
Q2 		$3.43M Buy
+10,075
New +$3.16M 1.03% 26
2020
Q2 		– Sell
-30,534
Closed -$4.82M – 46
2020
Q1 		$4.82M Buy
30,534
+17,806
+140% +$2.93M 3.44% 9
2019
Q4 		$2.01M Hold
12,728
– – 1.07% 9
2019
Q3 		$1.77M Sell
12,728
-4,499
-26% -$619K 0.96% 9
2019
Q2 		$2.31M Buy
+17,227
New +$2.19M 1.06% 10

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cynosure Group's MSFT Position: Q1 2026 in Review

Cynosure Group reduced its Microsoft (MSFT) stake by 5.2% in Q1 2026, selling an estimated $322K and leaving 14,162 shares worth $5.24M. The position accounts for 0.66% of the portfolio, ranked #27.

Cynosure Group first reported a position in MSFT in Q2 2019 and has held it in 16 quarters since. The position peaked at $8.93M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cynosure Group held 14,162 shares of Microsoft worth $5.24M as of Q1 2026.
  • Cynosure Group sold 769 Microsoft shares in Q1 2026, an estimated $322K.
  • Microsoft made up 0.66% of Cynosure Group's portfolio in Q1 2026, its #27 holding.
  • Cynosure Group first reported a position in Microsoft in Q2 2019 and has held it in 16 quarters since.
  • Cynosure Group's Microsoft position peaked at $8.93M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.