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Verus Wealth Management’s Microsoft MSFT Stock Holding History

Verus 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
Q3 		– Sell
-2,457
Closed -$917K – 71
2026
Q2 		$917K Hold
2,457
– – 0.76% 28
2026
Q1 		$910K Buy
2,457
+12
+0.5% +$5.02K 0.84% 27
2025
Q4 		$1.18M Sell
2,445
-494
-17% -$248K 1.1% 27
2025
Q3 		$1.52M Buy
2,939
+26
+0.9% +$13.3K 1.42% 21
2025
Q2 		$1.45M Sell
2,913
-26
-0.9% -$11.3K 1.46% 19
2025
Q1 		$1.1M Sell
2,939
-21
-0.7% -$8.56K 1.21% 23
2024
Q4 		$1.25M Buy
+2,960
New +$1.26M 1.4% 19

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Verus Wealth Management's MSFT Position: Q3 2026 in Review

Verus Wealth Management sold out of Microsoft (MSFT) in Q3 2026, closing a stake of 2,457 shares — an estimated $917K sold.

Verus Wealth Management first reported a position in MSFT in Q4 2024 and held it in 7 quarters. The position peaked at $1.52M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Verus Wealth Management reported no remaining Microsoft position as of Q3 2026 after selling out during the quarter.
  • Verus Wealth Management sold 2,457 Microsoft shares in Q3 2026, an estimated $917K.
  • Verus Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 7 quarters.
  • Verus Wealth Management's Microsoft position peaked at $1.52M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.