Salus Financial Advisors
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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
Q3 		$613K Buy
+1,196
New +$553K 0.29% 23
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Salus Financial Advisors's MSFT Position: Q3 2026 in Review

Salus Financial Advisors opened a new position in Microsoft (MSFT) in Q3 2026: 1,196 shares worth $613K. The stake represents 0.29% of the portfolio and ranks #23 among its holdings. This is a return to the name: Salus Financial Advisors previously reported a position in MSFT as recently as Q4 2025.

Salus Financial Advisors first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Salus Financial Advisors held 1,196 shares of Microsoft worth $613K as of Q3 2026.
  • Microsoft was a new Salus Financial Advisors position in Q3 2026.
  • Microsoft made up 0.29% of Salus Financial Advisors's portfolio in Q3 2026, its #23 holding.
  • Salus Financial Advisors first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Salus Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.