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Altus Wealth Group’s Microsoft MSFT Stock Holding History

Altus Wealth 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
Q2 		$5.72M Buy
15,321
+741
+5% +$300K 2.06% 11
2026
Q1 		$5.4M Buy
14,580
+59
+0.4% +$24.7K 2.21% 10
2025
Q4 		$7.02M Buy
14,521
+140
+1% +$70.2K 2.81% 9
2025
Q3 		$7.45M Sell
14,381
-219
-2% -$112K 3.06% 8
2025
Q2 		$7.26M Sell
14,600
-683
-4% -$297K 3.21% 7
2025
Q1 		$5.74M Buy
15,283
+39
+0.3% +$15.9K 2.69% 9
2024
Q4 		$6.43M Sell
15,244
-214
-1% -$91.2K 2.84% 8
2024
Q3 		$6.65M Buy
15,458
+3,679
+31% +$1.57M 2.84% 9
2024
Q2 		$5.26M Sell
11,779
-333
-3% -$141K 2.64% 9
2024
Q1 		$5.1M Buy
12,112
+5
+0% +$2.02K 2.55% 11
2023
Q4 		$4.55M Buy
12,107
+526
+5% +$187K 2.52% 9
2023
Q3 		$3.66M Sell
11,581
-301
-3% -$99.5K 2.32% 9
2023
Q2 		$4.05M Sell
11,882
-116
-1% -$36.4K 2.48% 8
2023
Q1 		$3.46M Sell
11,998
-908
-7% -$232K 2.33% 8
2022
Q4 		$3.1M Buy
12,906
+351
+3% +$84.2K 2.35% 8
2022
Q3 		$3.54M Hold
12,555
– – 3.52% 7
2022
Q2 		$3.54M Sell
12,555
-157
-1% -$42.6K 3.52% 7
2022
Q1 		$3.92M Buy
12,712
+152
+1% +$45.7K 3.21% 8
2021
Q4 		$4.22M Buy
12,560
+5
+0% +$1.62K 3.48% 6
2021
Q3 		$3.54M Buy
12,555
+1,689
+16% +$491K 3.52% 7
2021
Q2 		$2.94M Buy
10,866
+424
+4% +$108K 2.88% 7
2021
Q1 		$2.59M Sell
10,442
-1,376
-12% -$319K 2.57% 9
2020
Q4 		$2.63M Buy
+11,818
New +$2.54M 2.51% 7

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Altus Wealth Group's MSFT Position: Q2 2026 in Review

Altus Wealth Group increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $300K and bringing the position to 15,321 shares worth $5.72M. The position accounts for 2.06% of the portfolio, ranked #11.

Altus Wealth Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.45M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Altus Wealth Group held 15,321 shares of Microsoft worth $5.72M as of Q2 2026.
  • Altus Wealth Group bought 741 Microsoft shares in Q2 2026, an estimated $300K.
  • Microsoft made up 2.06% of Altus Wealth Group's portfolio in Q2 2026, its #11 holding.
  • Altus Wealth Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Microsoft position peaked at $7.45M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.