Cypress Financial Planning
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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
Q3 		$744K Buy
1,450
+82
+6% +$37.9K 0.2% 47
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% +$6.52K 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% +$9.5K 0.31% 31
2022
Q2 		$476K Buy
+1,852
New +$503K 0.33% 31

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Cypress Financial Planning's MSFT Position: Q3 2026 in Review

Cypress Financial Planning increased its Microsoft (MSFT) stake by 6% in Q3 2026, buying an estimated $37.9K and bringing the position to 1,450 shares worth $744K. The position accounts for 0.2% of the portfolio, ranked #47.

Cypress Financial Planning first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $802K in Q1 2024. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cypress Financial Planning held 1,450 shares of Microsoft worth $744K as of Q3 2026.
  • Cypress Financial Planning bought 82 Microsoft shares in Q3 2026, an estimated $37.9K.
  • Microsoft made up 0.2% of Cypress Financial Planning's portfolio in Q3 2026, its #47 holding.
  • Cypress Financial Planning first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's Microsoft position peaked at $802K in Q1 2024.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.