Atala Financial
MSFT icon

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
Q3 		$5.92M Buy
11,549
+1,533
+15% +$709K 3.44% 4
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Atala Financial's MSFT Position: Q3 2026 in Review

Atala Financial increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $709K and bringing the position to 11,549 shares worth $5.92M. The position accounts for 3.44% of the portfolio, ranked #4.

Atala Financial first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,107 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Atala Financial held 11,549 shares of Microsoft worth $5.92M as of Q3 2026.
  • Atala Financial bought 1,533 Microsoft shares in Q3 2026, an estimated $709K.
  • Microsoft made up 3.44% of Atala Financial's portfolio in Q3 2026, its #4 holding.
  • Atala Financial first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.