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Cypress Advisory Group’s Microsoft MSFT Stock Holding History

Cypress Advisory 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 		$6.01M Buy
16,109
+291
+2% +$118K 4.66% 3
2026
Q1 		$5.86M Buy
15,818
+100
+0.6% +$41.8K 4.47% 2
2025
Q4 		$7.6M Hold
15,718
– – 5.58% 2
2025
Q3 		$8.14M Sell
15,718
-100
-0.6% -$51K 6.02% 2
2025
Q2 		$7.87M Sell
15,818
-167
-1% -$72.5K 6.11% 2
2025
Q1 		$6M Hold
15,985
– – 5.47% 3
2024
Q4 		$6.74M Buy
+15,985
New +$6.81M 6.2% 2

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Cypress Advisory Group's MSFT Position: Q2 2026 in Review

Cypress Advisory Group increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $118K and bringing the position to 16,109 shares worth $6.01M. The position accounts for 4.66% of the portfolio, ranked #3.

Cypress Advisory Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.14M in Q3 2025. 1,349 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cypress Advisory Group held 16,109 shares of Microsoft worth $6.01M as of Q2 2026.
  • Cypress Advisory Group bought 291 Microsoft shares in Q2 2026, an estimated $118K.
  • Microsoft made up 4.66% of Cypress Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Cypress Advisory Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Microsoft position peaked at $8.14M in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.