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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
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 $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Gratus Wealth Advisors's MSFT Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Microsoft (MSFT) stake by 0.35% in Q2 2026, buying an estimated $22.7K and bringing the position to 16,172 shares worth $6.03M. The position accounts for 0.77% of the portfolio, ranked #20.

Gratus Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.88M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gratus Wealth Advisors held 16,172 shares of Microsoft worth $6.03M as of Q2 2026.
  • Gratus Wealth Advisors bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.77% of Gratus Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Gratus Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Microsoft position peaked at $7.88M in Q3 2025.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.