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Forteris Wealth Management’s Microsoft MSFT Stock Holding History

Forteris 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 		$690K Buy
1,851
+100
+6% +$40.5K 0.56% 38
2026
Q1 		$648K Buy
1,751
+623
+55% +$261K 0.62% 39
2025
Q4 		$546K Buy
+1,128
New +$565K 0.54% 45

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Forteris Wealth Management increased its Microsoft (MSFT) stake by 5.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 1,851 shares worth $690K. The position accounts for 0.56% of the portfolio, ranked #38.

Forteris Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Forteris Wealth Management held 1,851 shares of Microsoft worth $690K as of Q2 2026.
  • Forteris Wealth Management bought 100 Microsoft shares in Q2 2026, an estimated $40.5K.
  • Microsoft made up 0.56% of Forteris Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Forteris Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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