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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cardiff Park Advisors's MSFT Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $631K and leaving 23,892 shares worth $8.84M. The position accounts for 0.71% of the portfolio, ranked #31.

Cardiff Park Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.7M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cardiff Park Advisors held 23,892 shares of Microsoft worth $8.84M as of Q1 2026.
  • Cardiff Park Advisors sold 1,507 Microsoft shares in Q1 2026, an estimated $631K.
  • Microsoft made up 0.71% of Cardiff Park Advisors's portfolio in Q1 2026, its #31 holding.
  • Cardiff Park Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Microsoft position peaked at $13.7M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.