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CVA Family Office’s Microsoft MSFT Stock Holding History

CVA Family Office’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 		$10.5M Sell
28,073
-518
-2% -$210K 0.95% 26
2026
Q1 		$10.6M Buy
28,591
+2,591
+10% +$1.08M 1.11% 24
2025
Q4 		$12.6M Buy
26,000
+331
+1% +$166K 1.45% 19
2025
Q3 		$13.3M Buy
25,669
+8
+0% +$4.08K 1.71% 12
2025
Q2 		$12.8M Buy
25,661
+864
+3% +$375K 1.79% 11
2025
Q1 		$9.31M Buy
24,797
+592
+2% +$241K 1.43% 14
2024
Q4 		$10.2M Buy
24,205
+1,683
+7% +$717K 1.62% 13
2024
Q3 		$9.69M Sell
22,522
-91
-0.4% -$38.9K 1.57% 12
2024
Q2 		$10.1M Buy
22,613
+442
+2% +$187K 1.82% 11
2024
Q1 		$9.33M Buy
22,171
+51
+0.2% +$20.6K 1.67% 12
2023
Q4 		$8.32M Sell
22,120
-11
-0% -$3.92K 1.62% 15
2023
Q3 		$6.99M Buy
22,131
+854
+4% +$282K 1.59% 15
2023
Q2 		$7.25M Buy
21,277
+1,448
+7% +$454K 1.52% 16
2023
Q1 		$5.72M Buy
19,829
+1,859
+10% +$474K 1.28% 19
2022
Q4 		$4.31M Sell
17,970
-368
-2% -$88.3K 1.05% 24
2022
Q3 		$4.27M Sell
18,338
-311
-2% -$82.1K 1.16% 25
2022
Q2 		$4.79M Buy
18,649
+1,018
+6% +$276K 1.3% 19
2022
Q1 		$5.44M Buy
17,631
+1,573
+10% +$473K 1.3% 19
2021
Q4 		$5.4M Buy
16,058
+10,989
+217% +$3.56M 1.34% 17
2021
Q3 		$1.07M Sell
5,069
-10,924
-68% -$3.18M 0.77% 33
2021
Q2 		$4.33M Buy
15,993
+5,364
+50% +$1.36M 1.23% 19
2021
Q1 		$2.51M Buy
10,629
+5,666
+114% +$1.31M 0.95% 28
2020
Q4 		$1.1M Sell
4,963
-106
-2% -$22.8K 0.68% 34
2020
Q3 		$1.07M Buy
5,069
+491
+11% +$103K 0.77% 33
2020
Q2 		$932K Buy
4,578
+641
+16% +$116K 0.77% 31
2020
Q1 		$621K Sell
3,937
-424
-10% -$69.7K 0.63% 35
2019
Q4 		$688K Buy
+4,361
New +$641K 0.63% 35

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA Family Office's MSFT Position: Q2 2026 in Review

CVA Family Office reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $210K and leaving 28,073 shares worth $10.5M. The position accounts for 0.95% of the portfolio, ranked #26.

CVA Family Office first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CVA Family Office held 28,073 shares of Microsoft worth $10.5M as of Q2 2026.
  • CVA Family Office sold 518 Microsoft shares in Q2 2026, an estimated $210K.
  • Microsoft made up 0.95% of CVA Family Office's portfolio in Q2 2026, its #26 holding.
  • CVA Family Office first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Microsoft position peaked at $13.3M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.