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Virtus Wealth Solutions’s Microsoft MSFT Stock Holding History

Virtus Wealth Solutions’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
Q1 		$2.79M Sell
7,524
-8,776
-54% -$3.67M 0.53% 30
2025
Q4 		$7.88M Sell
16,300
-315
-2% -$158K 1.5% 20
2025
Q3 		$8.61M Hold
16,615
– – 1.66% 15
2025
Q2 		$8.26M Sell
16,615
-190
-1% -$82.5K 1.7% 15
2025
Q1 		$6.31M Sell
16,805
-733
-4% -$299K 1.91% 13
2024
Q4 		$7.39M Buy
+17,538
New +$7.47M 1.74% 14

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtus Wealth Solutions's MSFT Position: Q1 2026 in Review

Virtus Wealth Solutions reduced its Microsoft (MSFT) stake by 54% in Q1 2026, selling an estimated $3.67M and leaving 7,524 shares worth $2.79M. The position accounts for 0.53% of the portfolio, ranked #30.

Virtus Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.61M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Virtus Wealth Solutions held 7,524 shares of Microsoft worth $2.79M as of Q1 2026.
  • Virtus Wealth Solutions sold 8,776 Microsoft shares in Q1 2026, an estimated $3.67M.
  • Microsoft made up 0.53% of Virtus Wealth Solutions's portfolio in Q1 2026, its #30 holding.
  • Virtus Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Virtus Wealth Solutions's Microsoft position peaked at $8.61M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Virtus Wealth Solutions's 13F filing for Q1 2026, filed 8 May 2026.