Atlas Capital Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.76M Sell
10,093
-21,275
-68% -$8.61M 0.41% 61
2026
Q1
$11.6M Buy
31,368
+721
+2% +$302K 1.33% 9
2025
Q4
$14.8M Buy
+30,647
New +$15.4M 1.65% 7
2025
Q2
$16.2M Sell
32,544
-1,796
-5% -$780K 1.98% 6
2025
Q1
$12.9M Sell
34,340
-22,511
-40% -$9.18M 1.61% 9
2024
Q4
$24M Buy
56,851
+42,162
+287% +$18M 3.04% 3
2024
Q3
$6.32M Sell
14,689
-40,711
-73% -$17.4M 0.96% 28
2024
Q2
$24.8M Buy
55,400
+40,311
+267% +$17M 3.22% 2
2024
Q1
$6.35M Sell
15,089
-50,836
-77% -$20.6M 0.99% 27
2023
Q4
$24.8M Buy
65,925
+4,754
+8% +$1.69M 3.59% 3
2023
Q3
$19.3M Sell
61,171
-26
-0% -$8.59K 3.18% 2
2023
Q2
$20.8M Sell
61,197
-9,077
-13% -$2.84M 3.16% 2
2023
Q1
$20.3M Buy
70,274
+21,626
+44% +$5.52M 3.19% 2
2022
Q4
$11.7M Hold
48,648
1.96% 6
2022
Q3
$11.3M Buy
48,648
+11
+0% +$2.9K 2.06% 5
2022
Q2
$12.5M Sell
48,637
-501
-1% -$136K 2.12% 6
2022
Q1
$15.1M Buy
49,138
+140
+0.3% +$42.1K 2.35% 4
2021
Q4
$16.5M Sell
48,998
-343
-0.7% -$111K 2.45% 4
2021
Q3
$13.9M Sell
49,341
-16,988
-26% -$4.94M 2.23% 6
2021
Q2
$18M Buy
66,329
+52,904
+394% +$13.4M 3.01% 2
2021
Q1
$3.17M Sell
13,425
-256
-2% -$59.4K 0.62% 41
2020
Q4
$3.04M Sell
13,681
-1,297
-9% -$279K 0.64% 33
2020
Q3
$3.15M Sell
14,978
-190
-1% -$39.9K 0.75% 30
2020
Q2
$3.09M Sell
15,168
-607
-4% -$110K 0.72% 29
2020
Q1
$2.49M Sell
15,775
-697
-4% -$115K 0.74% 25
2019
Q4
$2.6M Sell
16,472
-336
-2% -$49.4K 0.65% 32
2019
Q3
$2.34M Buy
16,808
+650
+4% +$89.4K 0.7% 24
2019
Q2
$2.16M Buy
16,158
+530
+3% +$67.3K 0.71% 23
2019
Q1
$1.84M Buy
15,628
+1,333
+9% +$145K 0.67% 31
2018
Q4
$1.45M Sell
14,295
-87
-0.6% -$9.32K 0.58% 40
2018
Q3
$1.66M Sell
14,382
-169
-1% -$18.3K 0.55% 41
2018
Q2
$1.54M Sell
14,551
-1,283
-8% -$124K 0.55% 42
2018
Q1
$1.45M Buy
+15,834
New +$1.45M 0.44% 55

Other funds holding MSFT

Atlas Capital Advisors's MSFT Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Microsoft (MSFT) stake by 68% in Q2 2026, selling an estimated $8.61M and leaving 10,093 shares worth $3.76M. The position accounts for 0.41% of the portfolio, ranked #61.

Atlas Capital Advisors first reported a position in MSFT in Q1 2018 and has held it in 33 quarters since. The position peaked at $24.8M in Q4 2023. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlas Capital Advisors held 10,093 shares of Microsoft worth $3.76M as of Q2 2026.
  • Atlas Capital Advisors sold 21,275 Microsoft shares in Q2 2026, an estimated $8.61M.
  • Microsoft made up 0.41% of Atlas Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Atlas Capital Advisors first reported a position in Microsoft in Q1 2018 and has held it in 33 quarters since.
  • Atlas Capital Advisors's Microsoft position peaked at $24.8M in Q4 2023.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.