Cypress Point Wealth Management’s Microsoft MSFT Stock Holding History

Cypress Point Wealth Management’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	$2.8M	Buy	7,493 +898	+14%	+$363K	0.57%	29
2026 Q1	$2.44M	Buy	6,595 +4,777	+263%	+$2M	0.53%	31
2025 Q4	$879K	Buy	1,818 +200	+12%	+$100K	0.19%	49
2025 Q3	$838K	Hold	1,618	–	–	0.17%	46
2025 Q2	$805K	Buy	1,618 +75	+5%	+$32.6K	0.2%	45
2025 Q1	$579K	Hold	1,543	–	–	0.18%	49
2024 Q4	$650K	Sell	1,543 -1,665	-52%	-$709K	0.2%	48
2024 Q3	$1.38M	Buy	3,208 +25	+0.8%	+$10.7K	0.54%	39
2024 Q2	$1.42M	Sell	3,183 -35	-1%	-$14.8K	0.67%	35
2024 Q1	$1.35M	Buy	3,218 +301	+10%	+$122K	0.69%	35
2023 Q4	$1.1M	Buy	2,917 +336	+13%	+$120K	0.81%	30
2023 Q3	$815K	Buy	+2,581	New	+$853K	0.72%	30
2021 Q4	–	Sell	-552	Closed	-$156K	–	111
2021 Q3	$156K	Sell	552 -2,315	-81%	-$674K	0.11%	31
2021 Q2	$777K	Buy	2,867 +329	+13%	+$83.6K	0.55%	18
2021 Q1	$598K	Sell	2,538 -2,244	-47%	-$521K	0.62%	14
2020 Q4	$1.06M	Buy	+4,782	New	+$1.03M	1.62%	14

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cypress Point Wealth Management's MSFT Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $363K and bringing the position to 7,493 shares worth $2.8M. The position accounts for 0.57% of the portfolio, ranked #29.

Cypress Point Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 16 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cypress Point Wealth Management held 7,493 shares of Microsoft worth $2.8M as of Q2 2026.
Cypress Point Wealth Management bought 898 Microsoft shares in Q2 2026, an estimated $363K.
Microsoft made up 0.57% of Cypress Point Wealth Management's portfolio in Q2 2026, its #29 holding.
Cypress Point Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 16 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.