Cypress Wealth Services
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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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cypress Wealth Services's MSFT Position: Q3 2026 in Review

Cypress Wealth Services increased its Microsoft (MSFT) stake by 0.84% in Q3 2026, buying an estimated $99.4K and bringing the position to 25,794 shares worth $13.7M. The position accounts for 1.61% of the portfolio, ranked #9.

Cypress Wealth Services first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. 4,685 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cypress Wealth Services held 25,794 shares of Microsoft worth $13.7M as of Q3 2026.
  • Cypress Wealth Services bought 215 Microsoft shares in Q3 2026, an estimated $99.4K.
  • Microsoft made up 1.61% of Cypress Wealth Services's portfolio in Q3 2026, its #9 holding.
  • Cypress Wealth Services first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.