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Aletheian Wealth Advisors’s Microsoft MSFT Stock Holding History

Aletheian Wealth Advisors’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 		$3.31M Buy
8,870
+1,039
+13% +$420K 1.41% 17
2026
Q1 		$2.9M Buy
+7,831
New +$3.28M 1.41% 17
2025
Q3 		$4.57M Sell
8,822
-125
-1% -$63.8K 2.12% 11
2025
Q2 		$4.45M Sell
8,947
-432
-5% -$188K 2.19% 10
2025
Q1 		$3.52M Buy
9,379
+1,115
+13% +$455K 1.98% 10
2024
Q4 		$3.48M Buy
8,264
+99
+1% +$42.2K 2.06% 10
2024
Q3 		$3.51M Sell
8,165
-4,998
-38% -$2.14M 2.05% 9
2024
Q2 		$5.88M Sell
13,163
-428
-3% -$181K 3.1% 8
2024
Q1 		$5.72M Buy
13,591
+5,097
+60% +$2.06M 3.1% 7
2023
Q4 		$3.19M Sell
8,494
-871
-9% -$310K 2.11% 10
2023
Q3 		$2.96M Sell
9,365
-915
-9% -$302K 2.27% 8
2023
Q2 		$3.5M Buy
10,280
+1,553
+18% +$487K 2.4% 11
2023
Q1 		$2.52M Buy
8,727
+397
+5% +$101K 2.22% 12
2022
Q4 		$2M Buy
8,330
+3,326
+66% +$798K 1.72% 14
2022
Q3 		$1.17M Sell
5,004
-882
-15% -$233K 1.32% 23
2022
Q2 		$1.51M Buy
5,886
+722
+14% +$196K 1.54% 18
2022
Q1 		$1.59M Buy
5,164
+974
+23% +$293K 1.51% 18
2021
Q4 		$1.41M Buy
+4,190
New +$1.36M 1.38% 15

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aletheian Wealth Advisors's MSFT Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $420K and bringing the position to 8,870 shares worth $3.31M. The position accounts for 1.41% of the portfolio, ranked #17.

Aletheian Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.88M in Q2 2024. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aletheian Wealth Advisors held 8,870 shares of Microsoft worth $3.31M as of Q2 2026.
  • Aletheian Wealth Advisors bought 1,039 Microsoft shares in Q2 2026, an estimated $420K.
  • Microsoft made up 1.41% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Aletheian Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Microsoft position peaked at $5.88M in Q2 2024.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.