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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altiora Financial Group's MSFT Position: Q1 2026 in Review

Altiora Financial Group reduced its Microsoft (MSFT) stake by 0.78% in Q1 2026, selling an estimated $23K and leaving 7,040 shares worth $2.61M. The position accounts for 0.43% of the portfolio, ranked #37.

Altiora Financial Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.67M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Altiora Financial Group held 7,040 shares of Microsoft worth $2.61M as of Q1 2026.
Altiora Financial Group sold 55 Microsoft shares in Q1 2026, an estimated $23K.
Microsoft made up 0.43% of Altiora Financial Group's portfolio in Q1 2026, its #37 holding.
Altiora Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Microsoft position peaked at $3.67M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.