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Cypress Wealth Services’s Microsoft MSFT Stock Holding History

Cypress Wealth Services’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
2021
Q3 		– Sell
-200
Closed -$1K – 250
2021
Q2 		$1K Buy
+200
New +$50.8K ﹤0.01% 260
2020
Q4 		– Sell
-25,896
Closed -$5.45M – 429
2020
Q3 		$5.45M Buy
+25,896
New +$5.44M 1.4% 17

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Cypress Wealth Services's MSFT Position: Q2 2026 in Review

Cypress Wealth Services reduced its Microsoft (MSFT) stake by 0.44% in Q2 2026, selling an estimated $45.7K and leaving 25,579 shares worth $9.54M. The position accounts for 1.17% of the portfolio, ranked #17.

Cypress Wealth Services first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.2M in Q4 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cypress Wealth Services held 25,579 shares of Microsoft worth $9.54M as of Q2 2026.
  • Cypress Wealth Services sold 113 Microsoft shares in Q2 2026, an estimated $45.7K.
  • Microsoft made up 1.17% of Cypress Wealth Services's portfolio in Q2 2026, its #17 holding.
  • Cypress Wealth Services first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Microsoft position peaked at $12.2M in Q4 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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