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Atlas Financial Advisors’s Microsoft MSFT Stock Holding History

Atlas Financial Advisors’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
2024
Q4 		$447K Sell
1,060
-680
-39% -$290K 0.7% 23
2024
Q3 		$749K Buy
1,740
+36
+2% +$15.4K 1.18% 11
2024
Q2 		$762K Sell
1,704
-127
-7% -$53.6K 1.26% 10
2024
Q1 		$770K Buy
1,831
+490
+37% +$198K 1.2% 9
2023
Q4 		$504K Sell
1,341
-1,488
-53% -$530K 0.83% 13
2023
Q3 		$893K Buy
2,829
+1,371
+94% +$453K 0.7% 13
2023
Q2 		$497K Sell
1,458
-146
-9% -$45.8K 0.7% 12
2023
Q1 		$462K Sell
1,604
-149
-8% -$38K 0.62% 14
2022
Q4 		$420K Buy
1,753
+597
+52% +$143K 0.58% 13
2022
Q3 		$269K Sell
1,156
-141
-11% -$37.2K 0.44% 9
2022
Q2 		$333K Buy
1,297
+30
+2% +$8.14K 0.38% 12
2022
Q1 		$391K Buy
1,267
+40
+3% +$12K 0.39% 14
2021
Q4 		$413K Buy
+1,227
New +$398K 0.39% 8

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Financial Advisors's MSFT Position: Q4 2024 in Review

Atlas Financial Advisors reduced its Microsoft (MSFT) stake by 39% in Q4 2024, selling an estimated $290K and leaving 1,060 shares worth $447K. The position accounts for 0.7% of the portfolio, ranked #23.

Atlas Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $893K in Q3 2023. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Atlas Financial Advisors held 1,060 shares of Microsoft worth $447K as of Q4 2024.
  • Atlas Financial Advisors sold 680 Microsoft shares in Q4 2024, an estimated $290K.
  • Microsoft made up 0.7% of Atlas Financial Advisors's portfolio in Q4 2024, its #23 holding.
  • Atlas Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
  • Atlas Financial Advisors's Microsoft position peaked at $893K in Q3 2023.
  • 5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.