Alken Asset Management’s Microsoft MSFT Stock Holding History

Alken Asset 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 Q2	$3.42M	Buy	9,280 +480	+5%	+$194K	3.82%	9
2026 Q1	$3.16M	Buy	+8,800	New	+$3.68M	5.69%	6
2023 Q2	–	Sell	-4,693	Closed	–	–	31
2023 Q1	$0	Hold	4,693	–	–	﹤0.01%	22
2022 Q4	$0	Buy	+4,693	New	+$1.13M	﹤0.01%	24
2022 Q2	$1.21M	Hold	4,693	–	–	6.27%	4
2022 Q1	$1.47M	Buy	+4,693	New	+$1.41M	4.92%	3
2021 Q3	$1.04M	Buy	+3,700	New	+$1.08M	6.69%	4
2021 Q1	$1.59M	Sell	6,750 -1,000	-13%	-$232K	8.97%	2
2020 Q4	$1.72M	Hold	7,750	–	–	8.29%	2
2020 Q3	$1.63M	Hold	7,750	–	–	6.27%	3
2020 Q2	$1.58M	Buy	+7,750	New	+$1.41M	6.24%	2

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 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

Alken Asset Management's MSFT Position: Q2 2026 in Review

Alken Asset Management increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $194K and bringing the position to 9,280 shares worth $3.42M. The position accounts for 3.82% of the portfolio, ranked #9.

Alken Asset Management first reported a position in MSFT in Q2 2020 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Alken Asset Management held 9,280 shares of Microsoft worth $3.42M as of Q2 2026.
Alken Asset Management bought 480 Microsoft shares in Q2 2026, an estimated $194K.
Microsoft made up 3.82% of Alken Asset Management's portfolio in Q2 2026, its #9 holding.
Alken Asset Management first reported a position in Microsoft in Q2 2020 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alken Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.