Veratis Advisors’s Microsoft MSFT Stock Holding History

Veratis 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	$826K	Buy	+2,215	New	+$896K	0.58%	37
2025 Q4	$808K	Buy	+2,033	New	+$1.02M	0.64%	36

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veratis Advisors's MSFT Position: Q2 2026 in Review

Veratis Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 2,215 shares worth $826K. The stake represents 0.58% of the portfolio and ranks #37 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in MSFT as recently as Q4 2025.

Veratis Advisors first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Veratis Advisors held 2,215 shares of Microsoft worth $826K as of Q2 2026.
Microsoft was a new Veratis Advisors position in Q2 2026.
Microsoft made up 0.58% of Veratis Advisors's portfolio in Q2 2026, its #37 holding.
Veratis Advisors first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.