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Cavalier Investments’s Microsoft MSFT Stock Holding History

Cavalier Investments’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 		– Sell
-19,160
Closed -$9.27M – 123
2025
Q4 		$9.27M Sell
19,160
-8,511
-31% -$4.27M 0.48% 33
2025
Q3 		$13.3M Sell
27,671
-9,462
-25% -$4.83M 1.09% 18
2025
Q2 		$18.5M Buy
37,133
+24,814
+201% +$10.8M 5.6% 4
2025
Q1 		$4.62M Sell
12,319
-20
-0.2% -$8.15K 1.57% 18
2024
Q4 		$5.2M Buy
12,339
+480
+4% +$204K 1.74% 12
2024
Q3 		$5.1M Buy
11,859
+690
+6% +$295K 1.57% 17
2024
Q2 		$4.99M Buy
11,169
+305
+3% +$129K 1.54% 13
2024
Q1 		$4.57M Buy
10,864
+729
+7% +$295K 1.67% 16
2023
Q4 		$3.81M Buy
10,135
+240
+2% +$85.4K 1.4% 21
2023
Q3 		$3.12M Buy
9,895
+349
+4% +$115K 1.22% 25
2023
Q2 		$3.25M Buy
9,546
+7,022
+278% +$2.2M 1.18% 24
2023
Q1 		$728K Sell
2,524
-2,502
-50% -$638K 0.3% 48
2022
Q4 		$1.21M Sell
5,026
-288
-5% -$69.1K 0.43% 46
2022
Q3 		$1.24M Sell
5,314
-1,196
-18% -$316K 0.45% 45
2022
Q2 		$1.67M Sell
6,510
-630
-9% -$171K 0.58% 39
2022
Q1 		$2.2M Sell
7,140
-1,763
-20% -$530K 0.58% 46
2021
Q4 		$3M Buy
8,903
+2,881
+48% +$934K 0.78% 41
2021
Q3 		$1.7M Buy
6,022
+399
+7% +$116K 0.54% 53
2021
Q2 		$1.52M Sell
5,623
-164
-3% -$41.7K 0.55% 70
2021
Q1 		$1.36M Buy
5,787
+329
+6% +$76.3K 0.59% 73
2020
Q4 		$1.21M Buy
5,458
+1,364
+33% +$293K 0.55% 74
2020
Q3 		$861K Sell
4,094
-2,361
-37% -$496K 0.59% 49
2020
Q2 		$1.31M Buy
6,455
+1,355
+27% +$246K 0.76% 29
2020
Q1 		$804K Buy
5,100
+2,287
+81% +$376K 0.48% 49
2019
Q4 		$444K Hold
2,813
– – 0.19% 84
2019
Q3 		$391K Buy
2,813
+1,432
+104% +$197K 0.17% 94
2019
Q2 		$185K Sell
1,381
-15,002
-92% -$1.9M 0.08% 103
2019
Q1 		$1.93M Buy
16,383
+1,381
+9% +$151K 0.79% 35
2018
Q4 		$1.52M Buy
+15,002
New +$1.61M 0.49% 34

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

Cavalier Investments's MSFT Position: Q1 2026 in Review

Cavalier Investments sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 19,160 shares — an estimated $9.27M sold.

Cavalier Investments first reported a position in MSFT in Q4 2018 and held it in 29 quarters. The position peaked at $18.5M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cavalier Investments reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Cavalier Investments sold 19,160 Microsoft shares in Q1 2026, an estimated $9.27M.
  • Cavalier Investments first reported a position in Microsoft in Q4 2018 and held it in 29 quarters.
  • Cavalier Investments's Microsoft position peaked at $18.5M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.