Athena Wealth Management
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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
Q3 		$5.17M Buy
10,077
+1,164
+13% +$538K 3.71% 3
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

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

Athena Wealth Management's MSFT Position: Q3 2026 in Review

Athena Wealth Management increased its Microsoft (MSFT) stake by 13% in Q3 2026, buying an estimated $538K and bringing the position to 10,077 shares worth $5.17M. The position accounts for 3.71% of the portfolio, ranked #3.

Athena Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 1,846 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Athena Wealth Management held 10,077 shares of Microsoft worth $5.17M as of Q3 2026.
  • Athena Wealth Management bought 1,164 Microsoft shares in Q3 2026, an estimated $538K.
  • Microsoft made up 3.71% of Athena Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Athena Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.