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Purus Wealth Management’s Microsoft MSFT Stock Holding History

Purus Wealth Management’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 		$5.7M Buy
15,273
+310
+2% +$125K 1.57% 15
2026
Q1 		$5.54M Buy
14,963
+897
+6% +$375K 1.77% 11
2025
Q4 		$6.8M Buy
14,066
+100
+0.7% +$50.1K 2.12% 11
2025
Q3 		$7.23M Sell
13,966
-89
-0.6% -$45.4K 2.31% 10
2025
Q2 		$6.99M Buy
14,055
+1,585
+13% +$688K 2.43% 9
2025
Q1 		$4.68M Buy
12,470
+21
+0.2% +$8.56K 1.99% 11
2024
Q4 		$5.25M Buy
12,449
+104
+0.8% +$44.3K 2.08% 10
2024
Q3 		$5.31M Buy
12,345
+155
+1% +$66.3K 2.25% 10
2024
Q2 		$5.45M Buy
12,190
+1,047
+9% +$442K 2.41% 11
2024
Q1 		$4.69M Buy
11,143
+25
+0.2% +$10.1K 2.31% 11
2023
Q4 		$4.18M Buy
11,118
+371
+3% +$132K 2.42% 10
2023
Q3 		$3.39M Buy
10,747
+134
+1% +$44.3K 2.29% 13
2023
Q2 		$3.61M Buy
10,613
+1,393
+15% +$437K 2.34% 12
2023
Q1 		$2.66M Buy
9,220
+45
+0.5% +$11.5K 2.1% 16
2022
Q4 		$2.2M Sell
9,175
-361
-4% -$86.6K 2% 16
2022
Q3 		$2.22M Buy
9,536
+894
+10% +$236K 2.05% 15
2022
Q2 		$2.22M Buy
8,642
+134
+2% +$36.4K 1.98% 16
2022
Q1 		$2.62M Sell
8,508
-83
-1% -$25K 1.81% 17
2021
Q4 		$2.89M Buy
8,591
+64
+0.8% +$20.7K 1.81% 14
2021
Q3 		$2.4M Buy
8,527
+188
+2% +$54.7K 1.66% 18
2021
Q2 		$2.26M Buy
8,339
+309
+4% +$78.5K 1.63% 17
2021
Q1 		$1.89M Buy
8,030
+119
+2% +$27.6K 1.59% 18
2020
Q4 		$1.76M Buy
+7,911
New +$1.7M 1.57% 19

Other funds holding MSFT

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Purus Wealth Management's MSFT Position: Q2 2026 in Review

Purus Wealth Management increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $125K and bringing the position to 15,273 shares worth $5.7M. The position accounts for 1.57% of the portfolio, ranked #15.

Purus Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.23M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Purus Wealth Management held 15,273 shares of Microsoft worth $5.7M as of Q2 2026.
  • Purus Wealth Management bought 310 Microsoft shares in Q2 2026, an estimated $125K.
  • Microsoft made up 1.57% of Purus Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Purus Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Purus Wealth Management's Microsoft position peaked at $7.23M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.