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Athena Wealth Management’s Microsoft MSFT Stock Holding History

Athena Wealth 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 		$3.32M Buy
8,913
+5,213
+141% +$2.11M 2.47% 5
2026
Q1 		$1.37M Buy
3,700
+1,396
+61% +$584K 1.12% 17
2025
Q4 		$1.11M Buy
+2,304
New +$1.15M 1.08% 12

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
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
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

Athena Wealth Management's MSFT Position: Q2 2026 in Review

Athena Wealth Management increased its Microsoft (MSFT) stake by 141% in Q2 2026, buying an estimated $2.11M and bringing the position to 8,913 shares worth $3.32M. The position accounts for 2.47% of the portfolio, ranked #5.

Athena Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Athena Wealth Management held 8,913 shares of Microsoft worth $3.32M as of Q2 2026.
  • Athena Wealth Management bought 5,213 Microsoft shares in Q2 2026, an estimated $2.11M.
  • Microsoft made up 2.47% of Athena Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Athena Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.