CV Advisors
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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
Q3 		$24M Buy
46,860
+2,086
+5% +$965K 4.05% 7
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 		$9.6M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CV Advisors's MSFT Position: Q3 2026 in Review

CV Advisors increased its Microsoft (MSFT) stake by 4.7% in Q3 2026, buying an estimated $965K and bringing the position to 46,860 shares worth $24M. The position accounts for 4.05% of the portfolio, ranked #7.

CV Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • CV Advisors held 46,860 shares of Microsoft worth $24M as of Q3 2026.
  • CV Advisors bought 2,086 Microsoft shares in Q3 2026, an estimated $965K.
  • Microsoft made up 4.05% of CV Advisors's portfolio in Q3 2026, its #7 holding.
  • CV Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.