Atala Financial’s Microsoft MSFT Stock Holding History

Atala Financial’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	$3.74M	Buy	10,016 +240	+2%	+$97.1K	2.27%	9
2026 Q1	$3.63M	Buy	9,776 +231	+2%	+$96.7K	2.44%	9
2025 Q4	$4.62M	Sell	9,545 -531	-5%	-$266K	2.94%	5
2025 Q3	$5.22M	Buy	10,076 +195	+2%	+$99.5K	3.27%	6
2025 Q2	$4.92M	Buy	9,881 +181	+2%	+$78.6K	3.39%	6
2025 Q1	$3.64M	Buy	9,700 +420	+5%	+$171K	2.65%	6
2024 Q4	$3.91M	Buy	+9,280	New	+$3.95M	2.75%	7

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Atala Financial's MSFT Position: Q2 2026 in Review

Atala Financial increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $97.1K and bringing the position to 10,016 shares worth $3.74M. The position accounts for 2.27% of the portfolio, ranked #9.

Atala Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.22M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Atala Financial held 10,016 shares of Microsoft worth $3.74M as of Q2 2026.
Atala Financial bought 240 Microsoft shares in Q2 2026, an estimated $97.1K.
Microsoft made up 2.27% of Atala Financial's portfolio in Q2 2026, its #9 holding.
Atala Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Microsoft position peaked at $5.22M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.