Alteri Wealth’s Microsoft MSFT Stock Holding History

Alteri Wealth’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	$7.64M	Buy	20,490 +1,176	+6%	+$476K	2.11%	8
2026 Q1	$7.15M	Buy	19,314 +1	+0%	+$418	2.32%	7
2025 Q4	$9.34M	Buy	19,313 +310	+2%	+$155K	3.03%	4
2025 Q3	$9.84M	Sell	19,003 -409	-2%	-$209K	3.38%	4
2025 Q2	$9.66M	Sell	19,412 -285	-1%	-$124K	3.75%	4
2025 Q1	$7.39M	Buy	19,697 +610	+3%	+$249K	3.25%	4
2024 Q4	$8.05M	Buy	+19,087	New	+$8.13M	2.23%	6

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Alteri Wealth's MSFT Position: Q2 2026 in Review

Alteri Wealth increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $476K and bringing the position to 20,490 shares worth $7.64M. The position accounts for 2.11% of the portfolio, ranked #8.

Alteri Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.84M in Q3 2025. 2,761 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Alteri Wealth held 20,490 shares of Microsoft worth $7.64M as of Q2 2026.
Alteri Wealth bought 1,176 Microsoft shares in Q2 2026, an estimated $476K.
Microsoft made up 2.11% of Alteri Wealth's portfolio in Q2 2026, its #8 holding.
Alteri Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Microsoft position peaked at $9.84M in Q3 2025.
2,761 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.