Altiora Financial Group
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Altiora Financial Group’s Microsoft MSFT Stock Holding History

Altiora Financial Group’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 		$4.12M Buy
8,030
+990
+14% +$458K 0.67% 27
2026
Q2 		$2.63M Hold
7,040
– – 0.41% 40
2026
Q1 		$2.61M Sell
7,040
-55
-0.8% -$23K 0.43% 37
2025
Q4 		$3.43M Hold
7,095
– – 0.59% 31
2025
Q3 		$3.67M Sell
7,095
-63
-0.9% -$32.1K 0.67% 27
2025
Q2 		$3.56M Hold
7,158
– – 0.7% 27
2025
Q1 		$2.69M Sell
7,158
-32
-0.4% -$13K 0.57% 28
2024
Q4 		$3.03M Buy
7,190
+520
+8% +$221K 0.66% 28
2024
Q3 		$2.87M Buy
6,670
+8
+0.1% +$3.42K 0.63% 29
2024
Q2 		$2.98M Buy
6,662
+8
+0.1% +$3.38K 0.71% 27
2024
Q1 		$2.8M Buy
6,654
+8
+0.1% +$3.24K 0.76% 23
2023
Q4 		$2.5M Buy
6,646
+1,435
+28% +$511K 0.72% 23
2023
Q3 		$1.65M Buy
5,211
+155
+3% +$51.2K 0.76% 22
2023
Q2 		$1.72M Sell
5,056
-200
-4% -$62.7K 0.76% 22
2023
Q1 		$1.52M Buy
5,256
+12
+0.2% +$3.06K 0.7% 22
2022
Q4 		$1.26M Buy
+5,244
New +$1.26M 0.63% 22

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Altiora Financial Group's MSFT Position: Q3 2026 in Review

Altiora Financial Group increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $458K and bringing the position to 8,030 shares worth $4.12M. The position accounts for 0.67% of the portfolio, ranked #27.

Altiora Financial Group first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Altiora Financial Group held 8,030 shares of Microsoft worth $4.12M as of Q3 2026.
  • Altiora Financial Group bought 990 Microsoft shares in Q3 2026, an estimated $458K.
  • Microsoft made up 0.67% of Altiora Financial Group's portfolio in Q3 2026, its #27 holding.
  • Altiora Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.