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Atticus Wealth Management’s Microsoft MSFT Stock Holding History

Atticus 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
Q2 		$5.56M Buy
14,907
+67
+0.5% +$27.1K 1.32% 11
2026
Q1 		$5.49M Sell
14,840
-1,239
-8% -$518K 1.49% 12
2025
Q4 		$7.78M Sell
16,079
-422
-3% -$211K 1.92% 9
2025
Q3 		$8.55M Buy
16,501
+606
+4% +$309K 2.16% 9
2025
Q2 		$7.91M Buy
15,895
+934
+6% +$406K 2.13% 9
2025
Q1 		$5.62M Sell
14,961
-831
-5% -$339K 1.83% 10
2024
Q4 		$6.66M Buy
15,792
+4
+0% +$1.7K 2.07% 10
2024
Q3 		$6.79M Buy
15,788
+61
+0.4% +$26.1K 2.18% 10
2024
Q2 		$7.03M Sell
15,727
-780
-5% -$329K 2.3% 9
2024
Q1 		$6.94M Sell
16,507
-163
-1% -$66K 2.27% 10
2023
Q4 		$6.27M Buy
16,670
+136
+0.8% +$48.4K 2.21% 11
2023
Q3 		$5.22M Sell
16,534
-26
-0.2% -$8.59K 2% 10
2023
Q2 		$5.64M Sell
16,560
-346
-2% -$108K 2.08% 10
2023
Q1 		$4.87M Sell
16,906
-3,134
-16% -$799K 1.86% 12
2022
Q4 		$4.81M Sell
20,040
-706
-3% -$169K 1.98% 10
2022
Q3 		$5.33M Hold
20,746
– – 2.58% 8
2022
Q2 		$5.33M Buy
20,746
+951
+5% +$258K 2.21% 10
2022
Q1 		$6.1M Buy
19,795
+2,239
+13% +$674K 2.23% 9
2021
Q4 		$5.9M Buy
17,556
+607
+4% +$197K 2.3% 12
2021
Q3 		$4.78M Sell
16,949
-680
-4% -$198K 2.1% 12
2021
Q2 		$4.78M Sell
17,629
-892
-5% -$227K 2.08% 13
2021
Q1 		$4.37M Sell
18,521
-704
-4% -$163K 2.08% 14
2020
Q4 		$4.28M Sell
19,225
-1,758
-8% -$378K 2.15% 10
2020
Q3 		$4.41M Buy
20,983
+265
+1% +$55.7K 2.63% 9
2020
Q2 		$4.22M Buy
20,718
+966
+5% +$175K 2.78% 9
2020
Q1 		$3.12M Buy
19,752
+495
+3% +$81.4K 2.51% 10
2019
Q4 		$3.04M Buy
+19,257
New +$2.83M 1.94% 18

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

Atticus Wealth Management's MSFT Position: Q2 2026 in Review

Atticus Wealth Management increased its Microsoft (MSFT) stake by 0.45% in Q2 2026, buying an estimated $27.1K and bringing the position to 14,907 shares worth $5.56M. The position accounts for 1.32% of the portfolio, ranked #11.

Atticus Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.55M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atticus Wealth Management held 14,907 shares of Microsoft worth $5.56M as of Q2 2026.
  • Atticus Wealth Management bought 67 Microsoft shares in Q2 2026, an estimated $27.1K.
  • Microsoft made up 1.32% of Atticus Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Atticus Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Microsoft position peaked at $8.55M in Q3 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.