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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Private Wealth Partners, LLC, 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 2026 holdings

Shares (Q2 2026)
187,537
Value
$70.0M
% of portfolio
5.0%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026187,537$70.0M5.0%−13,906−6.9%ReducedHolders
Q1 2026201,443$74.6M5.7%+626+0.3%AddedHolders
Q4 2025200,817$97.1M6.9%−4,282−2.1%ReducedHolders
Q3 2025205,099$106.2M7.6%−1,769−0.9%ReducedHolders
Q2 2025206,868$102.9M8.0%−7,062−3.3%ReducedHolders
Q1 2025213,930$80.3M6.6%−10,962−4.9%ReducedHolders
Q4 2024224,892$94.8M7.3%−848−0.4%ReducedHolders
Q3 2024225,740$97.1M7.7%−38,496−14.6%ReducedHolders
Q2 2024264,236$118.1M8.9%−13,410−4.8%ReducedHolders
Q1 2024277,646$116.8M9.3%−10,544−3.7%ReducedHolders
Q4 2023288,190$108.4M9.2%−1,536−0.5%ReducedHolders
Q3 2023289,726$91.5M8.7%−2,983−1.0%ReducedHolders
Q2 2023292,709$99.7M9.2%−4,930−1.7%ReducedHolders
Q1 2023297,639$85.8M8.6%+7,587+2.6%AddedHolders
Q4 2022290,052$69.6M8.0%+15,507+5.6%AddedHolders
Q3 2022274,545$63.9M8.2%−7,366−2.6%ReducedHolders
Q2 2022281,911$72.4M8.4%−13,810−4.7%ReducedHolders
Q1 2022295,721$91.2M8.2%+1,564+0.5%AddedHolders
Q4 2021294,157$98.9M8.4%−7,430−2.5%ReducedHolders
Q3 2021301,587$85.0M7.9%−1,535−0.5%ReducedHolders
Q2 2021303,122$82.1M7.6%+1,716+0.6%AddedHolders
Q1 2021301,406$71.1M7.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.