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	-25,000	Closed	-$12.1M	–	124
2025 Q4	$12.1M	Buy	+25,000	New	+$12.5M	0.62%	24

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 6,221 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.
6,221 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.