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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA Family Office's MSFT Position: Q1 2026 in Review

CVA Family Office increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $1.08M and bringing the position to 28,591 shares worth $10.6M. The position accounts for 1.11% of the portfolio, ranked #24.

CVA Family Office first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • CVA Family Office held 28,591 shares of Microsoft worth $10.6M as of Q1 2026.
  • CVA Family Office bought 2,591 Microsoft shares in Q1 2026, an estimated $1.08M.
  • Microsoft made up 1.11% of CVA Family Office's portfolio in Q1 2026, its #24 holding.
  • CVA Family Office first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Microsoft position peaked at $13.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.