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Cardiff Park Advisors’s Microsoft MSFT Stock Holding History

Cardiff Park Advisors’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 		$8.9M Sell
23,862
-30
-0.1% -$12.1K 0.69% 32
2026
Q1 		$8.84M Sell
23,892
-1,507
-6% -$631K 0.71% 31
2025
Q4 		$12.3M Sell
25,399
-54
-0.2% -$27.1K 1.01% 21
2025
Q3 		$13.2M Buy
25,453
+849
+3% +$433K 1.01% 16
2025
Q2 		$12.2M Sell
24,604
-726
-3% -$315K 1.05% 15
2025
Q1 		$9.51M Sell
25,330
-2,126
-8% -$867K 0.92% 19
2024
Q4 		$11.6M Sell
27,456
-1,803
-6% -$768K 1.1% 14
2024
Q3 		$12.6M Sell
29,259
-1,381
-5% -$590K 1.13% 14
2024
Q2 		$13.7M Sell
30,640
-6
-0% -$2.53K 1.31% 13
2024
Q1 		$12.9M Buy
30,646
+1,483
+5% +$600K 1.22% 14
2023
Q4 		$11M Buy
29,163
+191
+0.7% +$68K 1.21% 14
2023
Q3 		$9.15M Sell
28,972
-646
-2% -$213K 1.15% 15
2023
Q2 		$10.1M Buy
29,618
+433
+1% +$136K 1.24% 15
2023
Q1 		$8.41M Sell
29,185
-1,211
-4% -$309K 1.11% 16
2022
Q4 		$7.29M Buy
30,396
+2,007
+7% +$482K 1.02% 21
2022
Q3 		$6.61M Sell
28,389
-2,342
-8% -$618K 1.03% 20
2022
Q2 		$7.89M Buy
30,731
+805
+3% +$218K 1.19% 16
2022
Q1 		$9.23M Sell
29,926
-1,163
-4% -$350K 1.3% 13
2021
Q4 		$10.5M Buy
+31,089
New +$10.1M 1.37% 13

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cardiff Park Advisors's MSFT Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Microsoft (MSFT) stake by 0.13% in Q2 2026, selling an estimated $12.1K and leaving 23,862 shares worth $8.9M. The position accounts for 0.69% of the portfolio, ranked #32.

Cardiff Park Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.7M in Q2 2024. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cardiff Park Advisors held 23,862 shares of Microsoft worth $8.9M as of Q2 2026.
  • Cardiff Park Advisors sold 30 Microsoft shares in Q2 2026, an estimated $12.1K.
  • Microsoft made up 0.69% of Cardiff Park Advisors's portfolio in Q2 2026, its #32 holding.
  • Cardiff Park Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Microsoft position peaked at $13.7M in Q2 2024.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.