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Serenus Wealth Advisors’s Microsoft MSFT Stock Holding History

Serenus Wealth 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
Q2 		$887K Sell
2,377
-134
-5% -$54.2K 0.15% 31
2026
Q1 		$930K Sell
2,511
-77
-3% -$32.2K 0.19% 27
2025
Q4 		$1.25M Buy
2,588
+41
+2% +$20.5K 0.24% 23
2025
Q3 		$1.32M Hold
2,547
– – 0.23% 22
2025
Q2 		$1.27M Buy
2,547
+108
+4% +$46.9K 0.21% 22
2025
Q1 		$915K Sell
2,439
-3,048
-56% -$1.24M 0.15% 23
2024
Q4 		$2.31M Buy
+5,487
New +$2.34M 0.4% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Serenus Wealth Advisors's MSFT Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its Microsoft (MSFT) stake by 5.3% in Q2 2026, selling an estimated $54.2K and leaving 2,377 shares worth $887K. The position accounts for 0.15% of the portfolio, ranked #31.

Serenus Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Serenus Wealth Advisors held 2,377 shares of Microsoft worth $887K as of Q2 2026.
  • Serenus Wealth Advisors sold 134 Microsoft shares in Q2 2026, an estimated $54.2K.
  • Microsoft made up 0.15% of Serenus Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Serenus Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Microsoft position peaked at $2.31M in Q4 2024.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.