Cardiff Park Advisors
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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
Q3 		$10.8M Sell
21,123
-2,739
-11% -$1.27M 0.75% 26
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 		$9.5M 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

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Cardiff Park Advisors's MSFT Position: Q3 2026 in Review

Cardiff Park Advisors reduced its Microsoft (MSFT) stake by 11% in Q3 2026, selling an estimated $1.27M and leaving 21,123 shares worth $10.8M. The position accounts for 0.75% of the portfolio, ranked #26.

Cardiff Park Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.7M in Q2 2024. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cardiff Park Advisors held 21,123 shares of Microsoft worth $10.8M as of Q3 2026.
  • Cardiff Park Advisors sold 2,739 Microsoft shares in Q3 2026, an estimated $1.27M.
  • Microsoft made up 0.75% of Cardiff Park Advisors's portfolio in Q3 2026, its #26 holding.
  • Cardiff Park Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Cardiff Park Advisors's Microsoft position peaked at $13.7M in Q2 2024.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.