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WELLINGTON-ALTUS USA INC.’s Microsoft MSFT Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$2.12M Buy
5,716
+2,213
+63% +$895K 1.51% 11
2026
Q1 		$1.31M Sell
3,503
-3,097
-47% -$1.3M 0.77% 26
2025
Q4 		$3.19M Buy
+6,600
New +$3.31M 2.36% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s MSFT Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its Microsoft (MSFT) stake by 63% in Q2 2026, buying an estimated $895K and bringing the position to 5,716 shares worth $2.12M. The position accounts for 1.51% of the portfolio, ranked #11.

WELLINGTON-ALTUS USA INC. first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 5,716 shares of Microsoft worth $2.12M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. bought 2,213 Microsoft shares in Q2 2026, an estimated $895K.
  • Microsoft made up 1.51% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #11 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Microsoft position peaked at $3.19M in Q4 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.