Verum Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.91M Buy
10,473
+1,581
+18% +$640K 0.58% 33
2026
Q1
$3.29M Buy
8,892
+736
+9% +$308K 0.63% 34
2025
Q4
$3.94M Sell
8,156
-362
-4% -$181K 0.8% 28
2025
Q3
$4.41M Sell
8,518
-170
-2% -$86.7K 0.94% 24
2025
Q2
$4.32M Buy
8,688
+713
+9% +$310K 1% 24
2025
Q1
$2.99M Sell
7,975
-162
-2% -$66K 0.81% 25
2024
Q4
$3.43M Buy
8,137
+21
+0.3% +$8.95K 0.99% 22
2024
Q3
$3.49M Buy
8,116
+3
+0% +$1.28K 1.02% 22
2024
Q2
$3.63M Buy
8,113
+228
+3% +$96.3K 1.17% 20
2024
Q1
$3.32M Buy
7,885
+224
+3% +$90.7K 1.18% 20
2023
Q4
$2.88M Sell
7,661
-23
-0.3% -$8.19K 1.14% 24
2023
Q3
$2.43M Buy
7,684
+2,234
+41% +$738K 1.08% 25
2023
Q2
$1.86M Buy
5,450
+1,455
+36% +$456K 1.69% 17
2023
Q1
$1.15M Buy
3,995
+930
+30% +$237K 1.23% 23
2022
Q4
$735K Buy
+3,065
New +$736K 0.9% 31

Other funds holding MSFT

Verum Partners's MSFT Position: Q2 2026 in Review

Verum Partners increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $640K and bringing the position to 10,473 shares worth $3.91M. The position accounts for 0.58% of the portfolio, ranked #33.

Verum Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.41M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Verum Partners held 10,473 shares of Microsoft worth $3.91M as of Q2 2026.
  • Verum Partners bought 1,581 Microsoft shares in Q2 2026, an estimated $640K.
  • Microsoft made up 0.58% of Verum Partners's portfolio in Q2 2026, its #33 holding.
  • Verum Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's Microsoft position peaked at $4.41M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.