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Portus Wealth Advisors’s Microsoft MSFT Stock Holding History

Portus 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 		$2.32M Sell
4,520
-66
-1% -$30.5K 1.91% 15
2026
Q2 		$1.71M Buy
4,586
+283
+7% +$115K 1.41% 21
2026
Q1 		$1.59M Sell
4,303
-809
-16% -$339K 1.5% 17
2025
Q4 		$2.47M Buy
5,112
+290
+6% +$145K 2.33% 11
2025
Q3 		$2.5M Buy
+4,822
New +$2.46M 2.49% 11

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

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

Portus Wealth Advisors reduced its Microsoft (MSFT) stake by 1.4% in Q3 2026, selling an estimated $30.5K and leaving 4,520 shares worth $2.32M. The position accounts for 1.91% of the portfolio, ranked #15.

Portus Wealth Advisors first reported a position in MSFT in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.5M in Q3 2025. 514 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Portus Wealth Advisors held 4,520 shares of Microsoft worth $2.32M as of Q3 2026.
  • Portus Wealth Advisors sold 66 Microsoft shares in Q3 2026, an estimated $30.5K.
  • Microsoft made up 1.91% of Portus Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • Portus Wealth Advisors first reported a position in Microsoft in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Microsoft position peaked at $2.5M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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