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Ameliora Wealth Management’s Microsoft MSFT Stock Holding History

Ameliora 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 		$4.23M Sell
11,334
-3
-0% -$1.21K 1.26% 23
2026
Q1 		$4.2M Sell
11,337
-593
-5% -$248K 1.34% 21
2025
Q4 		$5.77M Buy
11,930
+951
+9% +$477K 1.76% 15
2025
Q3 		$5.69M Buy
10,979
+1,410
+15% +$719K 1.89% 15
2025
Q2 		$4.76M Sell
9,569
-4,430
-32% -$1.92M 1.7% 15
2025
Q1 		$5.26M Buy
13,999
+114
+0.8% +$46.5K 1.98% 13
2024
Q4 		$5.85M Buy
13,885
+1,087
+8% +$463K 2.2% 13
2024
Q3 		$5.51M Sell
12,798
-773
-6% -$330K 2.3% 10
2024
Q2 		$6.07M Sell
13,571
-802
-6% -$339K 2.75% 10
2024
Q1 		$6.05M Buy
14,373
+213
+2% +$86.2K 2.74% 10
2023
Q4 		$5.32M Buy
14,160
+3,004
+27% +$1.07M 2.64% 10
2023
Q3 		$3.52M Sell
11,156
-139
-1% -$45.9K 2.09% 16
2023
Q2 		$3.75M Sell
11,295
-1,911
-14% -$599K 2.31% 12
2023
Q1 		$3.77M Buy
13,206
+2,606
+25% +$665K 2.2% 10
2022
Q4 		$2.54M Buy
10,600
+8,540
+415% +$2.05M 1.36% 27
2022
Q3 		$465K Buy
2,060
+1,595
+343% +$421K 0.25% 53
2022
Q2 		$119K Sell
465
-13,188
-97% -$3.58M 0.14% 33
2022
Q1 		$3.87M Buy
13,653
+10,632
+352% +$3.2M 2.55% 8
2021
Q4 		$925K Buy
+3,021
New +$979K 0.85% 18

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ameliora Wealth Management reduced its Microsoft (MSFT) stake by 0.03% in Q2 2026, selling an estimated $1.21K and leaving 11,334 shares worth $4.23M. The position accounts for 1.26% of the portfolio, ranked #23.

Ameliora Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.07M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ameliora Wealth Management held 11,334 shares of Microsoft worth $4.23M as of Q2 2026.
  • Ameliora Wealth Management sold 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 1.26% of Ameliora Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Ameliora Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Ameliora Wealth Management's Microsoft position peaked at $6.07M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.