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Salus Financial Advisors’s Microsoft MSFT Stock Holding History

Salus Financial 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
Q1 		– Sell
-513
Closed -$248K – 36
2025
Q4 		$248K Buy
513
+51
+11% +$25.6K 0.15% 31
2025
Q3 		$239K Hold
462
– – 0.15% 32
2025
Q2 		$230K Buy
+462
New +$201K 0.15% 31

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Salus Financial Advisors's MSFT Position: Q1 2026 in Review

Salus Financial Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 513 shares — an estimated $248K sold.

Salus Financial Advisors first reported a position in MSFT in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Salus Financial Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Salus Financial Advisors sold 513 Microsoft shares in Q1 2026, an estimated $248K.
  • Salus Financial Advisors first reported a position in Microsoft in Q2 2025 and held it in 3 quarters.
  • Salus Financial Advisors's Microsoft position peaked at $248K in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.