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Cypress Financial Planning’s Microsoft MSFT Stock Holding History

Cypress Financial Planning’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 		$510K Sell
1,368
-52
-4% -$21K 0.12% 63
2026
Q1 		$525K Buy
1,420
+16
+1% +$6.7K 0.14% 60
2025
Q4 		$685K Buy
1,404
+13
+0.9% +$6.51K 0.19% 50
2025
Q3 		$721K Buy
1,391
+28
+2% +$14.3K 0.22% 40
2025
Q2 		$678K Sell
1,363
-281
-17% -$122K 0.22% 38
2025
Q1 		$617K Sell
1,644
-71
-4% -$28.9K 0.22% 40
2024
Q4 		$723K Buy
1,715
+55
+3% +$23.4K 0.27% 32
2024
Q3 		$714K Buy
1,660
+20
+1% +$8.55K 0.26% 33
2024
Q2 		$733K Sell
1,640
-267
-14% -$113K 0.3% 31
2024
Q1 		$802K Buy
+1,907
New +$772K 0.37% 25
2023
Q4 		– Sell
-1,925
Closed -$608K – 53
2023
Q3 		$608K Hold
1,925
– – 0.35% 26
2023
Q2 		$651K Buy
1,925
+7
+0.4% +$2.19K 0.37% 26
2023
Q1 		$551K Buy
1,918
+21
+1% +$5.36K 0.34% 28
2022
Q4 		$454K Buy
1,897
+9
+0.5% +$2.16K 0.3% 34
2022
Q3 		$440K Buy
1,888
+36
+2% +$9.51K 0.31% 31
2022
Q2 		$476K Buy
+1,852
New +$503K 0.33% 31

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cypress Financial Planning's MSFT Position: Q2 2026 in Review

Cypress Financial Planning reduced its Microsoft (MSFT) stake by 3.7% in Q2 2026, selling an estimated $21K and leaving 1,368 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #63.

Cypress Financial Planning first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $802K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cypress Financial Planning held 1,368 shares of Microsoft worth $510K as of Q2 2026.
  • Cypress Financial Planning sold 52 Microsoft shares in Q2 2026, an estimated $21K.
  • Microsoft made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #63 holding.
  • Cypress Financial Planning first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • Cypress Financial Planning's Microsoft position peaked at $802K in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.