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Cardinal Strategic Wealth Guidance’s Microsoft MSFT Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$2.17M Sell
5,862
-647
-10% -$271K 0.57% 22
2025
Q4 		$3.15M Sell
6,509
-1,092
-14% -$547K 0.82% 17
2025
Q3 		$3.94M Sell
7,601
-434
-5% -$221K 1.06% 16
2025
Q2 		$4M Sell
8,035
-266
-3% -$116K 1.15% 14
2025
Q1 		$3.12M Sell
8,301
-1,066
-11% -$435K 1% 16
2024
Q4 		$3.95M Buy
9,367
+288
+3% +$123K 1.26% 13
2024
Q3 		$3.91M Sell
9,079
-28
-0.3% -$12K 1.28% 14
2024
Q2 		$4.07M Buy
9,107
+39
+0.4% +$16.5K 1.47% 14
2024
Q1 		$3.82M Sell
9,068
-681
-7% -$276K 1.43% 14
2023
Q4 		$3.66M Sell
9,749
-935
-9% -$333K 1.46% 13
2023
Q3 		$3.37M Buy
10,684
+485
+5% +$160K 1.56% 10
2023
Q2 		$3.46M Buy
10,199
+100
+1% +$31.3K 1.54% 12
2023
Q1 		$2.9M Sell
10,099
-1,462
-13% -$373K 1.35% 12
2022
Q4 		$2.78M Sell
11,561
-37
-0.3% -$8.88K 1.33% 15
2022
Q3 		$2.71M Buy
11,598
+359
+3% +$94.8K 1.44% 12
2022
Q2 		$2.89M Sell
11,239
-499
-4% -$135K 1.48% 13
2022
Q1 		$3.63M Sell
11,738
-201
-2% -$60.5K 1.67% 13
2021
Q4 		$4.02M Sell
11,939
-400
-3% -$130K 1.88% 13
2021
Q3 		$3.48M Sell
12,339
-106
-0.9% -$30.8K 1.82% 13
2021
Q2 		$3.37M Sell
12,445
-224
-2% -$56.9K 1.77% 14
2021
Q1 		$2.98M Sell
12,669
-352
-3% -$81.7K 1.75% 15
2020
Q4 		$2.89M Sell
13,021
-49
-0.4% -$10.5K 1.72% 12
2020
Q3 		$2.74M Sell
13,070
-615
-4% -$129K 1.94% 11
2020
Q2 		$2.77M Sell
13,685
-927
-6% -$168K 2.06% 11
2020
Q1 		$2.31M Sell
14,612
-1,481
-9% -$244K 2.12% 9
2019
Q4 		$2.54M Buy
+16,093
New +$2.36M 2.18% 8

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

Cardinal Strategic Wealth Guidance's MSFT Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Microsoft (MSFT) stake by 9.9% in Q1 2026, selling an estimated $271K and leaving 5,862 shares worth $2.17M. The position accounts for 0.57% of the portfolio, ranked #22.

Cardinal Strategic Wealth Guidance first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.07M in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 5,862 shares of Microsoft worth $2.17M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 647 Microsoft shares in Q1 2026, an estimated $271K.
  • Microsoft made up 0.57% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #22 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's Microsoft position peaked at $4.07M in Q2 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.