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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
Q2 		$2.48M Sell
6,661
-863
-11% -$349K 0.34% 29
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Wealth Solutions's MSFT Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $349K and leaving 6,661 shares worth $2.48M. The position accounts for 0.34% of the portfolio, ranked #29.

Virtus Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.61M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Virtus Wealth Solutions held 6,661 shares of Microsoft worth $2.48M as of Q2 2026.
  • Virtus Wealth Solutions sold 863 Microsoft shares in Q2 2026, an estimated $349K.
  • Microsoft made up 0.34% of Virtus Wealth Solutions's portfolio in Q2 2026, its #29 holding.
  • Virtus Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Virtus Wealth Solutions's Microsoft position peaked at $8.61M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.