Gratus Wealth Advisors
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Gratus Wealth Advisors’s Microsoft MSFT Stock Holding History

Gratus Wealth 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 		$9.23M Buy
17,996
+1,824
+11% +$844K 1.18% 20
2026
Q2 		$6.03M Buy
16,172
+56
+0.3% +$22.7K 0.77% 20
2026
Q1 		$5.97M Buy
16,116
+1,002
+7% +$419K 0.86% 20
2025
Q4 		$7.31M Sell
15,114
-91
-0.6% -$45.6K 1.01% 21
2025
Q3 		$7.88M Sell
15,205
-242
-2% -$123K 1.11% 20
2025
Q2 		$7.68M Buy
15,447
+16
+0.1% +$6.95K 1.16% 18
2025
Q1 		$5.79M Sell
15,431
-680
-4% -$277K 0.95% 21
2024
Q4 		$6.79M Sell
16,111
-615
-4% -$262K 1.09% 21
2024
Q3 		$6.85M Buy
16,726
+2,260
+16% +$966K 1.12% 19
2024
Q2 		$6.32M Sell
14,466
-451
-3% -$190K 1.09% 21
2024
Q1 		$6.03M Buy
14,917
+282
+2% +$114K 1.11% 18
2023
Q4 		$5.5M Buy
+14,635
New +$5.21M 1.09% 20

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Gratus Wealth Advisors's MSFT Position: Q3 2026 in Review

Gratus Wealth Advisors increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $844K and bringing the position to 17,996 shares worth $9.23M. The position accounts for 1.18% of the portfolio, ranked #20.

Gratus Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Gratus Wealth Advisors held 17,996 shares of Microsoft worth $9.23M as of Q3 2026.
  • Gratus Wealth Advisors bought 1,824 Microsoft shares in Q3 2026, an estimated $844K.
  • Microsoft made up 1.18% of Gratus Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Gratus Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.