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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
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

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

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

Salvus Wealth Management reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $129K and leaving 9,063 shares worth $3.38M. The position accounts for 1.89% of the portfolio, ranked #14.

Salvus Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.77M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Salvus Wealth Management held 9,063 shares of Microsoft worth $3.38M as of Q2 2026.
  • Salvus Wealth Management sold 319 Microsoft shares in Q2 2026, an estimated $129K.
  • Microsoft made up 1.89% of Salvus Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Salvus Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Microsoft position peaked at $4.77M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.