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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

MSFT holding history

Microsoft Corp in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2025 holdings

Shares (Q2 2025)
139,747
Value
$69.6M
% of portfolio
1.6%
Quarters held
14
Since Q1 2022
Holdings of MSFT by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025139,747$69.6M1.6%−182,741−56.7%ReducedHolders
Q1 2025322,488$121.1M1.5%−87,368−21.3%ReducedHolders
Q4 2024409,856$172.8M1.9%−39,046−8.7%ReducedHolders
Q3 2024448,902$193.2M2.1%−38,467−7.9%ReducedHolders
Q2 2024487,369$217.8M2.4%−10,879−2.2%ReducedHolders
Q1 2024498,248$209.6M2.4%+59,284+13.5%AddedHolders
Q4 2023438,964$165.1M2.1%+20,517+4.9%AddedHolders
Q3 2023418,447$132.1M1.9%−2,011−0.5%ReducedHolders
Q2 2023420,458$143.2M2.0%+11,295+2.8%AddedHolders
Q1 2023409,163$118.0M1.7%−27,680−6.3%ReducedHolders
Q4 2022436,843$104.8M1.7%−1,342−0.3%ReducedHolders
Q3 2022438,185$102.1M1.8%+221,859+102.6%AddedHolders
Q2 2022216,326$55.6M1.1%−140,671−39.4%ReducedHolders
Q1 2022356,997$110.1M1.8%–No prior filingHolders