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VERITY Wealth Advisors’s Microsoft MSFT Stock Holding History

VERITY 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 		$2.4M Buy
6,432
+153
+2% +$61.9K 1.45% 10
2026
Q1 		$2.32M Hold
6,279
– – 1.55% 9
2025
Q4 		$3.04M Sell
6,279
-1,951
-24% -$978K 1.88% 9
2025
Q3 		$4.26M Hold
8,230
– – 2.69% 5
2025
Q2 		$4.09M Sell
8,230
-911
-10% -$396K 2.75% 5
2025
Q1 		$3.43M Sell
9,141
-204
-2% -$83.2K 2.54% 6
2024
Q4 		$3.94M Hold
9,345
– – 2.84% 4
2024
Q3 		$4.02M Buy
9,345
+204
+2% +$87.2K 2.83% 5
2024
Q2 		$4.09M Hold
9,141
– – 3.06% 4
2024
Q1 		$3.85M Buy
9,141
+312
+4% +$126K 2.95% 4
2023
Q4 		$3.32M Hold
8,829
– – 2.85% 5
2023
Q3 		$2.79M Sell
8,829
-5
-0.1% -$1.65K 2.62% 5
2023
Q2 		$3.01M Sell
8,834
-34
-0.4% -$10.7K 2.7% 5
2023
Q1 		$2.56M Sell
8,868
-154
-2% -$39.3K 2.37% 9
2022
Q4 		$2.16M Sell
9,022
-697
-7% -$167K 2.12% 9
2022
Q3 		$2.26M Hold
9,719
– – 2.32% 8
2022
Q2 		$2.5M Buy
9,719
+243
+3% +$66K 2.43% 8
2022
Q1 		$2.92M Hold
9,476
– – 2.58% 8
2021
Q4 		$3.19M Hold
9,476
– – 2.65% 7
2021
Q3 		$2.67M Hold
9,476
– – 2.39% 9
2021
Q2 		$2.57M Hold
9,476
– – 2.33% 10
2021
Q1 		$2.23M Hold
9,476
– – 1.98% 13
2020
Q4 		$2.11M Buy
9,476
+312
+3% +$67.1K 1.92% 13
2020
Q3 		$1.93M Sell
9,164
-243
-3% -$51K 1.97% 13
2020
Q2 		$1.91M Sell
9,407
-2,431
-21% -$441K 2.05% 13
2020
Q1 		$1.87M Hold
11,838
– – 2.54% 12
2019
Q4 		$1.87M Sell
11,838
-1,017
-8% -$149K 1.8% 15
2019
Q3 		$1.79M Hold
12,855
– – 1.76% 15
2019
Q2 		$1.72M Hold
12,855
– – 1.69% 15
2019
Q1 		$1.52M Hold
12,855
– – 1.55% 19
2018
Q4 		$1.31M Buy
+12,855
New +$1.38M 1.5% 19

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

VERITY Wealth Advisors increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $61.9K and bringing the position to 6,432 shares worth $2.4M. The position accounts for 1.45% of the portfolio, ranked #10.

VERITY Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.26M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • VERITY Wealth Advisors held 6,432 shares of Microsoft worth $2.4M as of Q2 2026.
  • VERITY Wealth Advisors bought 153 Microsoft shares in Q2 2026, an estimated $61.9K.
  • Microsoft made up 1.45% of VERITY Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • VERITY Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's Microsoft position peaked at $4.26M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.