Stocks

Arete Sells Microsoft Stake, Institutional Investors Boost Holdings

Guavy AI Editorial Team Published August 14, 2026

Instruments

MSFT

Arete Wealth Advisors LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.2% in the first quarter, according to a recent filing with the Securities & Exchange Commission.

The fund owned approximately 47,897 shares of the software giant's stock after selling 4,281 shares during the quarter.

Microsoft makes up about 1.2% of Arete Wealth Advisors LLC's holdings, making it its 19th largest position.

The Wire

Keep reading for free.

You've read 3 free articles in the last 24 hours. Create a free account for unlimited access, no card required.

Create free account Already have an account? Sign in

No spam. Unsubscribe anytime.

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

Terms Privacy Policy