Cardinal Point Capital Management’s Microsoft MSFT Stock Holding History

Cardinal Point Capital Management’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	$17.9M	Buy	47,939 +811	+2%	+$328K	1.01%	28
2026 Q1	$17.4M	Buy	47,128 +18,624	+65%	+$7.79M	1.07%	27
2025 Q4	$13.8M	Buy	28,504 +2,133	+8%	+$1.07M	0.9%	29
2025 Q3	$13.6M	Sell	26,371 -1,453	-5%	-$741K	0.95%	28
2025 Q2	$13.8M	Buy	27,824 +22,327	+406%	+$9.7M	1.1%	26
2025 Q1	$6.46M	Buy	5,497 +241	+5%	+$98.3K	0.59%	46
2024 Q4	$2.22M	Buy	5,256 +2,796	+114%	+$1.19M	0.35%	25
2024 Q3	$1.06M	Buy	2,460 +1,084	+79%	+$463K	0.18%	33
2024 Q2	$615K	Buy	1,376 +340	+33%	+$144K	0.11%	43
2024 Q1	$436K	Buy	1,036 +56	+6%	+$22.7K	0.08%	51
2023 Q4	$369K	Sell	980 -315	-24%	-$112K	0.09%	51
2023 Q3	$409K	Buy	+1,295	New	+$428K	0.11%	51
2023 Q2	–	Sell	-2,898	Closed	-$835K	–	77
2023 Q1	$835K	Buy	2,898 +184	+7%	+$46.9K	0.25%	36
2022 Q4	$651K	Buy	+2,714	New	+$651K	0.22%	37

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cardinal Point Capital Management's MSFT Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $328K and bringing the position to 47,939 shares worth $17.9M. The position accounts for 1.01% of the portfolio, ranked #28.

Cardinal Point Capital Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cardinal Point Capital Management held 47,939 shares of Microsoft worth $17.9M as of Q2 2026.
Cardinal Point Capital Management bought 811 Microsoft shares in Q2 2026, an estimated $328K.
Microsoft made up 1.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #28 holding.
Cardinal Point Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.