Asempa Wealth Advisors Boosts Microsoft Holdings

Investment firm adds over $1.7 million in Microsoft shares during Q4

Mar. 28, 2026 at 7:08am

Asempa Wealth Advisors, a financial advisory firm, disclosed in a recent SEC filing that it purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter of 2025. The firm acquired 3,547 shares of the software giant's stock, valued at approximately $1.715 million. Microsoft now accounts for around 1.5% of Asempa Wealth Advisors' investment portfolio, making it the 18th largest holding.

Why it matters

This investment by Asempa Wealth Advisors reflects the continued confidence that institutional investors have in Microsoft's long-term growth prospects. As one of the world's largest and most influential technology companies, Microsoft's performance is closely watched by the financial community as an indicator of the broader health of the tech sector.

The details

According to the SEC filing, Asempa Wealth Advisors purchased the 3,547 shares of Microsoft stock during the fourth quarter of 2025. This new position represents a significant addition to the firm's portfolio, as Microsoft now accounts for approximately 1.5% of its total holdings. The investment comes as Microsoft shares have seen some volatility in recent months, with the stock trading between a 52-week low of $344.79 and a high of $555.45.

  • Asempa Wealth Advisors disclosed the new Microsoft position in a Q4 2025 SEC filing.
  • The 3,547 shares were purchased during the fourth quarter of 2025.

The players

Asempa Wealth Advisors

A financial advisory firm that recently added a new position in Microsoft Corporation to its investment portfolio.

Microsoft Corporation

A global technology company and one of the world's largest and most influential software providers.

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The takeaway

Asempa Wealth Advisors' investment in Microsoft underscores the continued appeal of the tech giant among institutional investors. As one of the most closely watched companies in the sector, Microsoft's performance is seen as a barometer for the broader health of the technology industry.