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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
Q3 		$9.41M Sell
18,354
-376
-2% -$174K 2.53% 13
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 		$9.7M 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Central Valley Advisors's MSFT Position: Q3 2026 in Review

Central Valley Advisors reduced its Microsoft (MSFT) stake by 2% in Q3 2026, selling an estimated $174K and leaving 18,354 shares worth $9.41M. The position accounts for 2.53% of the portfolio, ranked #13.

Central Valley Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.7M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Central Valley Advisors held 18,354 shares of Microsoft worth $9.41M as of Q3 2026.
  • Central Valley Advisors sold 376 Microsoft shares in Q3 2026, an estimated $174K.
  • Microsoft made up 2.53% of Central Valley Advisors's portfolio in Q3 2026, its #13 holding.
  • Central Valley Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Central Valley Advisors's Microsoft position peaked at $9.7M in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.