Central Valley Advisors’s Microsoft MSFT Stock Holding History

Central Valley 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 Q2	$6.99M	Sell	18,730 -900	-5%	-$364K	1.79%	15
2026 Q1	$7.27M	Buy	19,630 +1,220	+7%	+$511K	1.98%	13
2025 Q4	$8.9M	Sell	18,410 -226	-1%	-$113K	2.66%	12
2025 Q3	$9.65M	Buy	18,636 +1,806	+11%	+$921K	2.99%	8
2025 Q2	$8.37M	Sell	16,830 -810	-5%	-$352K	2.85%	12
2025 Q1	$6.62M	Sell	17,640 -2,560	-13%	-$1.04M	2.51%	12
2024 Q4	$8.51M	Buy	20,200 +325	+2%	+$138K	3.87%	7
2024 Q3	$8.55M	Sell	19,875 -78	-0.4%	-$33.3K	4.83%	4
2024 Q2	$7.86M	Buy	19,953 +389	+2%	+$164K	3.36%	7
2024 Q1	$8.23M	Sell	19,564 -409	-2%	-$166K	4.25%	4
2023 Q4	$7.51M	Buy	+19,973	New	+$7.11M	4.42%	4

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Central Valley Advisors's MSFT Position: Q2 2026 in Review

Central Valley Advisors reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $364K and leaving 18,730 shares worth $6.99M. The position accounts for 1.79% of the portfolio, ranked #15.

Central Valley Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.65M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Central Valley Advisors held 18,730 shares of Microsoft worth $6.99M as of Q2 2026.
Central Valley Advisors sold 900 Microsoft shares in Q2 2026, an estimated $364K.
Microsoft made up 1.79% of Central Valley Advisors's portfolio in Q2 2026, its #15 holding.
Central Valley Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Microsoft position peaked at $9.65M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.