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Salvus Wealth Management’s Microsoft MSFT Stock Holding History

Salvus 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
Q3 		$4.9M Buy
9,552
+489
+5% +$226K 2.79% 6
2026
Q2 		$3.38M Sell
9,063
-319
-3% -$129K 1.89% 14
2026
Q1 		$3.47M Buy
9,382
+85
+0.9% +$35.6K 2.02% 15
2025
Q4 		$4.5M Buy
9,297
+96
+1% +$48.1K 2.51% 13
2025
Q3 		$4.77M Buy
9,201
+114
+1% +$58.2K 2.66% 11
2025
Q2 		$4.52M Sell
9,087
-74
-0.8% -$32.1K 2.64% 11
2025
Q1 		$3.44M Buy
9,161
+27
+0.3% +$11K 2.16% 13
2024
Q4 		$3.85M Buy
9,134
+599
+7% +$255K 2.46% 11
2024
Q3 		$3.67M Sell
8,535
-111
-1% -$47.4K 2.25% 12
2024
Q2 		$3.86M Sell
8,646
-222
-3% -$93.8K 2.65% 9
2024
Q1 		$3.73M Buy
8,868
+385
+5% +$156K 2.55% 12
2023
Q4 		$3.19M Buy
8,483
+94
+1% +$33.5K 2.27% 16
2023
Q3 		$2.65M Buy
8,389
+125
+2% +$41.3K 2.1% 16
2023
Q2 		$2.81M Sell
8,264
-155
-2% -$48.6K 2.16% 17
2023
Q1 		$2.43M Buy
8,419
+405
+5% +$103K 1.96% 16
2022
Q4 		$1.92M Sell
8,014
-247
-3% -$59.3K 1.76% 17
2022
Q3 		$1.92M Buy
8,261
+172
+2% +$45.4K 1.83% 18
2022
Q2 		$2.08M Sell
8,089
-159
-2% -$43.2K 1.86% 15
2022
Q1 		$2.54M Buy
8,248
+894
+12% +$269K 1.94% 14
2021
Q4 		$2.47M Sell
7,354
-606
-8% -$196K 1.81% 18
2021
Q3 		$2.24M Sell
7,960
-52
-0.6% -$15.1K 1.83% 19
2021
Q2 		$2.18M Buy
8,012
+1,470
+22% +$374K 1.83% 18
2021
Q1 		$1.66M Buy
6,542
+211
+3% +$49K 1.55% 20
2020
Q4 		$1.39M Buy
+6,331
New +$1.36M 1.5% 22

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Salvus Wealth Management's MSFT Position: Q3 2026 in Review

Salvus Wealth Management increased its Microsoft (MSFT) stake by 5.4% in Q3 2026, buying an estimated $226K and bringing the position to 9,552 shares worth $4.9M. The position accounts for 2.79% of the portfolio, ranked #6.

Salvus Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,517 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Salvus Wealth Management held 9,552 shares of Microsoft worth $4.9M as of Q3 2026.
  • Salvus Wealth Management bought 489 Microsoft shares in Q3 2026, an estimated $226K.
  • Microsoft made up 2.79% of Salvus Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Salvus Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.