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Clearwater Capital Advisors’s Microsoft MSFT Stock Holding History

Clearwater Capital Advisors’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 		$5.3M Sell
14,320
-23
-0.2% -$9.62K 0.43% 36
2025
Q4 		$6.94M Sell
14,343
-689
-5% -$345K 0.58% 37
2025
Q3 		$7.79M Sell
15,032
-325
-2% -$166K 0.66% 33
2025
Q2 		$7.64M Sell
15,357
-344
-2% -$149K 0.7% 32
2025
Q1 		$5.89M Sell
15,701
-556
-3% -$227K 0.57% 36
2024
Q4 		$6.85M Sell
16,257
-1,784
-10% -$760K 0.67% 32
2024
Q3 		$7.76M Buy
18,041
+10,069
+126% +$4.3M 0.76% 31
2024
Q2 		$3.56M Buy
7,972
+464
+6% +$196K 0.38% 40
2024
Q1 		$3.16M Buy
7,508
+279
+4% +$113K 0.34% 44
2023
Q4 		$2.72M Buy
7,229
+162
+2% +$57.7K 0.3% 45
2023
Q3 		$2.23M Sell
7,067
-16
-0.2% -$5.29K 0.27% 45
2023
Q2 		$2.41M Sell
7,083
-1,040
-13% -$326K 0.29% 49
2023
Q1 		$2.34M Buy
8,123
+53
+0.7% +$13.5K 0.29% 50
2022
Q4 		$1.94M Buy
8,070
+82
+1% +$19.7K 0.25% 53
2022
Q3 		$1.86M Buy
7,988
+572
+8% +$151K 0.26% 58
2022
Q2 		$1.91M Sell
7,416
-14
-0.2% -$3.8K 0.26% 55
2022
Q1 		$2.29M Buy
7,430
+756
+11% +$227K 0.26% 53
2021
Q4 		$2.25M Sell
6,674
-123
-2% -$39.9K 0.25% 56
2021
Q3 		$1.92M Hold
6,797
– – 0.22% 59
2021
Q2 		$1.84M Buy
6,797
+10
+0.1% +$2.54K 0.21% 58
2021
Q1 		$1.6M Buy
6,787
+272
+4% +$63.1K 0.2% 60
2020
Q4 		$1.45M Buy
6,515
+324
+5% +$69.7K 0.19% 57
2020
Q3 		$1.3M Sell
6,191
-60
-1% -$12.6K 0.2% 55
2020
Q2 		$1.27M Sell
6,251
-165
-3% -$30K 0.21% 58
2020
Q1 		$1.01M Buy
6,416
+469
+8% +$77.1K 0.22% 65
2019
Q4 		$938K Sell
5,947
-86
-1% -$12.6K 0.16% 96
2019
Q3 		$839K Sell
6,033
-14
-0.2% -$1.93K 0.15% 113
2019
Q2 		$810K Sell
6,047
-565
-9% -$71.7K 0.15% 117
2019
Q1 		$780K Sell
6,612
-250
-4% -$27.3K 0.15% 122
2018
Q4 		$697K Buy
6,862
+311
+5% +$33.3K 0.15% 129
2018
Q3 		$749K Buy
6,551
+325
+5% +$35.2K 0.15% 119
2018
Q2 		$614K Buy
6,226
+528
+9% +$51.2K 0.13% 123
2018
Q1 		$520K Buy
5,698
+540
+10% +$49.4K 0.11% 125
2017
Q4 		$441K Buy
5,158
+156
+3% +$12.8K 0.1% 128
2017
Q3 		$382K Buy
5,002
+439
+10% +$32.1K 0.09% 132
2017
Q2 		$319K Sell
4,563
-2,030
-31% -$139K 0.08% 135
2017
Q1 		$432K Buy
6,593
+2,267
+52% +$145K 0.12% 118
2016
Q4 		$271K Buy
+4,326
New +$260K 0.09% 127

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

Clearwater Capital Advisors's MSFT Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Microsoft (MSFT) stake by 0.16% in Q1 2026, selling an estimated $9.62K and leaving 14,320 shares worth $5.3M. The position accounts for 0.43% of the portfolio, ranked #36.

Clearwater Capital Advisors first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.79M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Clearwater Capital Advisors held 14,320 shares of Microsoft worth $5.3M as of Q1 2026.
  • Clearwater Capital Advisors sold 23 Microsoft shares in Q1 2026, an estimated $9.62K.
  • Microsoft made up 0.43% of Clearwater Capital Advisors's portfolio in Q1 2026, its #36 holding.
  • Clearwater Capital Advisors first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • Clearwater Capital Advisors's Microsoft position peaked at $7.79M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.