Fortis Group Advisors
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Fortis Group Advisors’s Microsoft MSFT Stock Holding History

Fortis Group Advisors’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 		$6.52M Buy
12,524
+1,093
+10% +$505K 1.05% 23
2026
Q2 		$4.26M Sell
11,431
-59
-0.5% -$23.9K 0.68% 40
2026
Q1 		$4.63M Buy
11,490
+245
+2% +$103K 0.77% 30
2025
Q4 		$4.91M Buy
11,245
+1,187
+12% +$595K 0.82% 24
2025
Q3 		$5.21M Buy
10,058
+227
+2% +$116K 0.9% 25
2025
Q2 		$5.2M Sell
9,831
-1,801
-15% -$782K 0.94% 25
2025
Q1 		$4.37M Sell
11,632
-840
-7% -$342K 0.85% 40
2024
Q4 		$5.26M Buy
12,472
+208
+2% +$88.6K 0.98% 34
2024
Q3 		$5.28M Buy
12,264
+340
+3% +$145K 0.98% 34
2024
Q2 		$5.33M Sell
11,924
-4,637
-28% -$1.96M 1.06% 32
2024
Q1 		$6.97M Buy
16,561
+10,566
+176% +$4.28M 1.28% 22
2023
Q4 		$1.96M Buy
5,995
+1,330
+29% +$473K 0.49% 31
2023
Q3 		$1.38M Sell
4,665
-1,962
-30% -$648K 0.42% 34
2023
Q2 		$2.26M Buy
6,627
+3,243
+96% +$1.02M 0.6% 34
2023
Q1 		$1.04M Buy
+3,384
New +$863K 0.31% 44
2020
Q3 		$5.16M Buy
+24,538
New +$5.15M 1% 22

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fortis Group Advisors's MSFT Position: Q3 2026 in Review

Fortis Group Advisors increased its Microsoft (MSFT) stake by 9.6% in Q3 2026, buying an estimated $505K and bringing the position to 12,524 shares worth $6.52M. The position accounts for 1.05% of the portfolio, ranked #23.

Fortis Group Advisors first reported a position in MSFT in Q3 2020 and has held it in 16 quarters since. The position peaked at $6.97M in Q1 2024. 4,719 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fortis Group Advisors held 12,524 shares of Microsoft worth $6.52M as of Q3 2026.
  • Fortis Group Advisors bought 1,093 Microsoft shares in Q3 2026, an estimated $505K.
  • Microsoft made up 1.05% of Fortis Group Advisors's portfolio in Q3 2026, its #23 holding.
  • Fortis Group Advisors first reported a position in Microsoft in Q3 2020 and has held it in 16 quarters since.
  • Fortis Group Advisors's Microsoft position peaked at $6.97M in Q1 2024.
  • 4,719 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.