AWS
MSFT icon

Atria Wealth Solutions’s Microsoft MSFT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$69.6M Sell
139,747
-182,741
-57% -$79.4M 1.57% 5
2025
Q1 		$121M Sell
322,488
-87,368
-21% -$35.6M 1.46% 5
2024
Q4 		$173M Sell
409,856
-39,046
-9% -$16.6M 1.89% 4
2024
Q3 		$193M Sell
448,902
-38,467
-8% -$16.4M 2.09% 4
2024
Q2 		$218M Sell
487,369
-10,879
-2% -$4.59M 2.4% 4
2024
Q1 		$210M Buy
498,248
+59,284
+14% +$24M 2.36% 4
2023
Q4 		$165M Buy
438,964
+20,517
+5% +$7.3M 2.07% 3
2023
Q3 		$132M Sell
418,447
-2,011
-0.5% -$665K 1.85% 3
2023
Q2 		$143M Buy
420,458
+11,295
+3% +$3.54M 1.95% 3
2023
Q1 		$118M Sell
409,163
-27,680
-6% -$7.06M 1.74% 4
2022
Q4 		$105M Sell
436,843
-1,342
-0.3% -$322K 1.68% 4
2022
Q3 		$102M Buy
438,185
+221,859
+103% +$58.6M 1.76% 4
2022
Q2 		$55.6M Sell
216,326
-140,671
-39% -$38.2M 1.04% 9
2022
Q1 		$110M Buy
+356,997
New +$107M 1.83% 3

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's MSFT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Microsoft (MSFT) stake by 57% in Q2 2025, selling an estimated $79.4M and leaving 139,747 shares worth $69.6M. The position accounts for 1.57% of the portfolio, ranked #5.

Atria Wealth Solutions first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. The position peaked at $218M in Q2 2024. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Atria Wealth Solutions held 139,747 shares of Microsoft worth $69.6M as of Q2 2025.
  • Atria Wealth Solutions sold 182,741 Microsoft shares in Q2 2025, an estimated $79.4M.
  • Microsoft made up 1.57% of Atria Wealth Solutions's portfolio in Q2 2025, its #5 holding.
  • Atria Wealth Solutions first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Microsoft position peaked at $218M in Q2 2024.
  • 5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.