Altus Wealth Management
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Altus Wealth Management’s Microsoft MSFT Stock Holding History

Altus Wealth Management’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 		$717K Hold
1,399
– – 0.27% 17
2026
Q2 		$522K Buy
1,399
+59
+4% +$23.9K 0.2% 17
2026
Q1 		$496K Sell
1,340
-66
-5% -$27.6K 0.22% 18
2025
Q4 		$680K Sell
1,406
-19
-1% -$9.5K 0.29% 18
2025
Q3 		$738K Sell
1,425
-5
-0.3% -$2.55K 0.33% 16
2025
Q2 		$711K Sell
1,430
-1,161
-45% -$504K 0.34% 14
2025
Q1 		$973K Buy
2,591
+118
+5% +$48.1K 0.46% 18
2024
Q4 		$1.04M Buy
2,473
+390
+19% +$166K 0.47% 18
2024
Q3 		$896K Sell
2,083
-371
-15% -$159K 0.42% 18
2024
Q2 		$1.1M Buy
2,454
+127
+5% +$53.6K 0.53% 18
2024
Q1 		$979K Buy
2,327
+451
+24% +$183K 0.52% 16
2023
Q4 		$706K Sell
1,876
-585
-24% -$208K 0.42% 16
2023
Q3 		$777K Buy
2,461
+995
+68% +$329K 0.54% 15
2023
Q2 		$499K Sell
1,466
-274
-16% -$85.9K 0.39% 14
2023
Q1 		$502K Buy
1,740
+240
+16% +$61.2K 0.41% 14
2022
Q4 		$360K Hold
1,500
– – 0.32% 17
2022
Q3 		$349K Hold
1,500
– – 0.3% 23
2022
Q2 		$385K Buy
1,500
+4
+0.3% +$1.09K 0.3% 23
2022
Q1 		$461K Buy
1,496
+168
+13% +$50.5K 0.32% 21
2021
Q4 		$447K Buy
1,328
+72
+6% +$23.3K 0.27% 23
2021
Q3 		$354K Buy
1,256
+40
+3% +$11.6K 0.22% 24
2021
Q2 		$329K Buy
1,216
+81
+7% +$20.6K 0.21% 26
2021
Q1 		$268K Hold
1,135
– – 0.19% 28
2020
Q4 		$252K Hold
1,135
– – 0.2% 28
2020
Q3 		$239K Sell
1,135
-115
-9% -$24.2K 0.22% 28
2020
Q2 		$254K Sell
1,250
-20
-2% -$3.63K 0.28% 21
2020
Q1 		$200K Buy
+1,270
New +$209K 0.29% 24

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Altus Wealth Management's MSFT Position: Q3 2026 in Review

Altus Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 1,399 shares worth $717K. The position accounts for 0.27% of the portfolio, ranked #17.

Altus Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.1M in Q2 2024. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Altus Wealth Management held 1,399 shares of Microsoft worth $717K as of Q3 2026.
  • Altus Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.27% of Altus Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Altus Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 27 quarters since.
  • Altus Wealth Management's Microsoft position peaked at $1.1M in Q2 2024.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.