Cardinal Point Capital Management
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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
Q3 		$24.1M Sell
46,916
-1,023
-2% -$473K 1.34% 20
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cardinal Point Capital Management's MSFT Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its Microsoft (MSFT) stake by 2.1% in Q3 2026, selling an estimated $473K and leaving 46,916 shares worth $24.1M. The position accounts for 1.34% of the portfolio, ranked #20.

Cardinal Point Capital Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 2,358 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cardinal Point Capital Management held 46,916 shares of Microsoft worth $24.1M as of Q3 2026.
  • Cardinal Point Capital Management sold 1,023 Microsoft shares in Q3 2026, an estimated $473K.
  • Microsoft made up 1.34% of Cardinal Point Capital Management's portfolio in Q3 2026, its #20 holding.
  • Cardinal Point Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 2,358 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.