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CV Advisors’s Microsoft MSFT Stock Holding History

CV 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 		$16.7M Buy
44,774
+8,644
+24% +$3.5M 3.08% 7
2026
Q1 		$13.4M Buy
36,130
+330
+0.9% +$138K 3.65% 7
2025
Q4 		$17.3M Sell
35,800
-155
-0.4% -$77.7K 4.42% 7
2025
Q3 		$18.6M Buy
35,955
+239
+0.7% +$122K 5.16% 5
2025
Q2 		$17.8M Buy
35,716
+443
+1% +$192K 5.46% 3
2025
Q1 		$13.2M Buy
35,273
+2,092
+6% +$853K 4.65% 4
2024
Q4 		$13.9M Buy
33,181
+9,349
+39% +$3.98M 4.84% 5
2024
Q3 		$10.3M Buy
23,832
+714
+3% +$305K 4.94% 6
2024
Q2 		$10.3M Buy
23,118
+232
+1% +$98K 5.42% 6
2024
Q1 		$9.63M Buy
22,886
+5,074
+28% +$2.05M 5.43% 5
2023
Q4 		$6.7M Sell
17,812
-180
-1% -$64.1K 4.51% 5
2023
Q3 		$5.68M Buy
17,992
+144
+0.8% +$47.6K 4.22% 6
2023
Q2 		$6.08M Buy
17,848
+298
+2% +$93.4K 4.46% 5
2023
Q1 		$5.06M Sell
17,550
-1,352
-7% -$345K 4.43% 5
2022
Q4 		$4.53M Buy
18,902
+2,430
+15% +$583K 4.35% 5
2022
Q3 		$3.84M Sell
16,472
-2,331
-12% -$615K 3.77% 4
2022
Q2 		$4.83M Buy
18,803
+358
+2% +$97.2K 4.57% 4
2022
Q1 		$5.69M Sell
18,445
-549
-3% -$165K 4.02% 4
2021
Q4 		$6.39M Buy
+18,994
New +$6.16M 3.65% 5

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CV Advisors's MSFT Position: Q2 2026 in Review

CV Advisors increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $3.5M and bringing the position to 44,774 shares worth $16.7M. The position accounts for 3.08% of the portfolio, ranked #7.

CV Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.6M in Q3 2025. 1,598 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CV Advisors held 44,774 shares of Microsoft worth $16.7M as of Q2 2026.
  • CV Advisors bought 8,644 Microsoft shares in Q2 2026, an estimated $3.5M.
  • Microsoft made up 3.08% of CV Advisors's portfolio in Q2 2026, its #7 holding.
  • CV Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • CV Advisors's Microsoft position peaked at $18.6M in Q3 2025.
  • 1,598 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.