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Atlas Private Wealth Advisors’s Microsoft MSFT Stock Holding History

Atlas Private Wealth 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
2026
Q2 		$2.38M Sell
6,384
-48
-0.7% -$19.4K 0.52% 35
2026
Q1 		$2.38M Sell
6,432
-434
-6% -$182K 0.56% 33
2025
Q4 		$3.32M Sell
6,866
-91
-1% -$45.6K 0.78% 28
2025
Q3 		$3.6M Sell
6,957
-8,307
-54% -$4.24M 0.88% 29
2025
Q2 		$7.59M Sell
15,264
-837
-5% -$363K 0.98% 27
2025
Q1 		$6.05M Sell
16,101
-1,882
-10% -$767K 0.84% 29
2024
Q4 		$7.58M Buy
17,983
+228
+1% +$97.1K 1.08% 21
2024
Q3 		$7.64M Buy
17,755
+593
+3% +$253K 1.11% 21
2024
Q2 		$7.67M Buy
17,162
+8,675
+102% +$3.66M 1.25% 18
2024
Q1 		$3.57M Sell
8,487
-9,957
-54% -$4.03M 1.19% 20
2023
Q4 		$6.94M Sell
18,444
-425
-2% -$151K 1.29% 17
2023
Q3 		$5.96M Buy
18,869
+2,975
+19% +$983K 1.13% 15
2023
Q2 		$5.41M Buy
15,894
+7,042
+80% +$2.21M 1.1% 16
2023
Q1 		$2.55M Sell
8,852
-316
-3% -$80.6K 1.18% 14
2022
Q4 		$2.2M Sell
9,168
-554
-6% -$133K 1.17% 14
2022
Q3 		$2.26M Sell
9,722
-281
-3% -$74.2K 1.36% 15
2022
Q2 		$2.57M Sell
10,003
-423
-4% -$115K 1.54% 14
2022
Q1 		$3.21M Sell
10,426
-208
-2% -$62.6K 1.43% 17
2021
Q4 		$3.58M Sell
10,634
-171
-2% -$55.4K 1.65% 17
2021
Q3 		$3.05M Sell
10,805
-62
-0.6% -$18K 1.59% 13
2021
Q2 		$2.94M Sell
10,867
-117
-1% -$29.7K 1.59% 13
2021
Q1 		$2.59M Buy
10,984
+65
+0.6% +$15.1K 1.45% 17
2020
Q4 		$2.43M Buy
10,919
+1,219
+13% +$262K 1.63% 13
2020
Q3 		$2.04M Sell
9,700
-125
-1% -$26.3K 1.7% 13
2020
Q2 		$2M Buy
+9,825
New +$1.78M 1.78% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Atlas Private Wealth Advisors's MSFT Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Microsoft (MSFT) stake by 0.75% in Q2 2026, selling an estimated $19.4K and leaving 6,384 shares worth $2.38M. The position accounts for 0.52% of the portfolio, ranked #35.

Atlas Private Wealth Advisors first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.67M in Q2 2024. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlas Private Wealth Advisors held 6,384 shares of Microsoft worth $2.38M as of Q2 2026.
  • Atlas Private Wealth Advisors sold 48 Microsoft shares in Q2 2026, an estimated $19.4K.
  • Microsoft made up 0.52% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Atlas Private Wealth Advisors first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's Microsoft position peaked at $7.67M in Q2 2024.
  • 2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.