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Position history for Creative PlanningCreative Planning's holdings in MICROSOFT CORP

Creative Planning holds 4.2M shares of MSFT (MICROSOFT CORP), worth $1.6B as of 2026-Q2. The position was increased (+7.4% shares). MSFT represents 0.9% of Creative Planning's portfolio.

Current Value

$1.6B

Current Shares

4.2M

Total Value Change

+$454.6M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.2M
+7.4%
$1.6B0.9%$372.32
48
2026-Q1
Increased
3.9M
+10.0%
$1.4B1.0%$368.68
50
2025-Q4
Increased
3.5M
+5.2%
$1.7B1.2%$480.57
53
2025-Q3
Increased
3.3M
+14.7%
$1.7B1.3%$513.72
58
2025-Q2
Increased
2.9M
+4.7%
$1.5B1.2%$492.54
53
2025-Q1
Increased
2.8M
+4.8%
$1B1.0%$371.03
47
2024-Q4
Increased
2.7M
+3.7%
$1.1B1.1%$415.78
52
2024-Q3
Increased
2.6M
+2.6%
$1.1B1.1%$423.61
52

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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