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Invictus Private Wealth’s Microsoft MSFT Stock Holding History

Invictus Private Wealth’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 		$21.7M Sell
58,221
-39,339
-40% -$15.9M 1.17% 17
2026
Q1 		$36.1M Buy
97,560
+6,258
+7% +$2.62M 2.23% 15
2025
Q4 		$44.2M Buy
91,302
+531
+0.6% +$266K 2.67% 15
2025
Q3 		$47M Buy
90,771
+232
+0.3% +$118K 2.94% 11
2025
Q2 		$45M Buy
90,539
+319
+0.4% +$139K 3.08% 9
2025
Q1 		$33.9M Buy
90,220
+983
+1% +$401K 2.68% 12
2024
Q4 		$37.6M Sell
89,237
-1,340
-1% -$571K 2.86% 12
2024
Q3 		$39M Buy
90,577
+927
+1% +$396K 3.08% 11
2024
Q2 		$40.1M Buy
89,650
+2,181
+2% +$921K 3.36% 9
2024
Q1 		$36.8M Buy
87,469
+2,811
+3% +$1.14M 3.27% 9
2023
Q4 		$31.8M Buy
84,658
+4,069
+5% +$1.45M 3.12% 11
2023
Q3 		$25.4M Buy
80,589
+3,235
+4% +$1.07M 2.78% 12
2023
Q2 		$26.3M Sell
77,354
-3,942
-5% -$1.24M 2.84% 11
2023
Q1 		$23.4M Sell
81,296
-9,671
-11% -$2.47M 2.76% 11
2022
Q4 		$21.8M Buy
+90,967
New +$21.8M 2.81% 11

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Invictus Private Wealth's MSFT Position: Q2 2026 in Review

Invictus Private Wealth reduced its Microsoft (MSFT) stake by 40% in Q2 2026, selling an estimated $15.9M and leaving 58,221 shares worth $21.7M. The position accounts for 1.17% of the portfolio, ranked #17.

Invictus Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $47M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Invictus Private Wealth held 58,221 shares of Microsoft worth $21.7M as of Q2 2026.
  • Invictus Private Wealth sold 39,339 Microsoft shares in Q2 2026, an estimated $15.9M.
  • Microsoft made up 1.17% of Invictus Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Invictus Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Invictus Private Wealth's Microsoft position peaked at $47M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.