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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
Q2 		$2M Sell
5,349
-8,813
-62% -$3.57M 0.3% 29
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 $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

Cynosure Group's MSFT Position: Q2 2026 in Review

Cynosure Group reduced its Microsoft (MSFT) stake by 62% in Q2 2026, selling an estimated $3.57M and leaving 5,349 shares worth $2M. The position accounts for 0.3% of the portfolio, ranked #29.

Cynosure Group first reported a position in MSFT in Q2 2019 and has held it in 17 quarters since. The position peaked at $8.93M in Q3 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cynosure Group held 5,349 shares of Microsoft worth $2M as of Q2 2026.
  • Cynosure Group sold 8,813 Microsoft shares in Q2 2026, an estimated $3.57M.
  • Microsoft made up 0.3% of Cynosure Group's portfolio in Q2 2026, its #29 holding.
  • Cynosure Group first reported a position in Microsoft in Q2 2019 and has held it in 17 quarters since.
  • Cynosure Group's Microsoft position peaked at $8.93M in Q3 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.