Clarus Group
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Clarus Group’s Microsoft MSFT Stock Holding History

Clarus 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
Q3 		$7.66M Sell
14,936
-189
-1% -$87.4K 2.53% 13
2026
Q2 		$5.64M Sell
15,125
-54
-0.4% -$21.8K 1.91% 13
2026
Q1 		$5.62M Buy
15,179
+215
+1% +$90K 2.01% 13
2025
Q4 		$7.24M Sell
14,964
-418
-3% -$209K 2.61% 11
2025
Q3 		$7.97M Sell
15,382
-231
-1% -$118K 2.77% 11
2025
Q2 		$7.77M Sell
15,613
-439
-3% -$191K 2.85% 10
2025
Q1 		$6.03M Sell
16,052
-1,981
-11% -$808K 2.34% 11
2024
Q4 		$7.6M Sell
18,033
-1,842
-9% -$785K 2.7% 11
2024
Q3 		$8.55M Buy
19,875
+132
+0.7% +$56.4K 3.61% 7
2024
Q2 		$8.82M Buy
19,743
+708
+4% +$299K 3.9% 7
2024
Q1 		$8.01M Sell
19,035
-277
-1% -$112K 5.61% 3
2023
Q4 		$7.26M Sell
19,312
-629
-3% -$224K 5.49% 3
2023
Q3 		$6.3M Sell
19,941
-114
-0.6% -$37.7K 4.57% 8
2023
Q2 		$6.83M Buy
20,055
+1,972
+11% +$618K 4.98% 6
2023
Q1 		$5.21M Buy
18,083
+23
+0.1% +$5.87K 4.89% 8
2022
Q4 		$4.33M Sell
18,060
-45
-0.2% -$10.8K 3.8% 9
2022
Q3 		$4.22M Sell
18,105
-455
-2% -$120K 3.84% 8
2022
Q2 		$4.77M Buy
18,560
+45
+0.2% +$12.2K 4% 7
2022
Q1 		$5.71M Buy
18,515
+18
+0.1% +$5.42K 3.88% 9
2021
Q4 		$6.12M Sell
18,497
-148
-0.8% -$48K 4.11% 9
2021
Q3 		$5.26M Sell
18,645
-166
-0.9% -$48.3K 3.63% 9
2021
Q2 		$5.23M Sell
18,811
-745
-4% -$189K 3.91% 8
2021
Q1 		$4.89M Sell
19,556
-373
-2% -$86.5K 4.07% 7
2020
Q4 		$4.88M Buy
+19,929
New +$4.29M 4.22% 8

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Clarus Group's MSFT Position: Q3 2026 in Review

Clarus Group reduced its Microsoft (MSFT) stake by 1.2% in Q3 2026, selling an estimated $87.4K and leaving 14,936 shares worth $7.66M. The position accounts for 2.53% of the portfolio, ranked #13.

Clarus Group first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.82M in Q2 2024. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Clarus Group held 14,936 shares of Microsoft worth $7.66M as of Q3 2026.
  • Clarus Group sold 189 Microsoft shares in Q3 2026, an estimated $87.4K.
  • Microsoft made up 2.53% of Clarus Group's portfolio in Q3 2026, its #13 holding.
  • Clarus Group first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Clarus Group's Microsoft position peaked at $8.82M in Q2 2024.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.