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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
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% -$9.52K 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 $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Altus Wealth Management increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,399 shares worth $522K. The position accounts for 0.2% of the portfolio, ranked #17.

Altus Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.1M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Altus Wealth Management held 1,399 shares of Microsoft worth $522K as of Q2 2026.
  • Altus Wealth Management bought 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 0.2% of Altus Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Altus Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Altus Wealth Management's Microsoft position peaked at $1.1M in Q2 2024.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.