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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Avidian Wealth Solutions, 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)
71,580
Value
$26.7M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,580$26.7M0.7%+3,993+5.9%AddedHolders
Q1 202667,587$25.0M0.8%+22,164+48.8%AddedHolders
Q4 202545,423$22.0M0.8%+60.0%AddedHolders
Q3 202545,417$23.5M0.9%+3,478+8.3%AddedHolders
Q2 202541,939$20.9M0.8%+3,173+8.2%AddedHolders
Q1 202538,766$14.6M0.6%−745−1.9%ReducedHolders
Q4 202439,511$16.7M0.7%+639+1.6%AddedHolders
Q3 202438,872$16.7M0.8%+782+2.1%AddedHolders
Q2 202438,090$17.0M0.8%+3,972+11.6%AddedHolders
Q1 202434,118$14.4M0.8%+2,965+9.5%AddedHolders
Q4 202331,153$11.7M0.7%+493+1.6%AddedHolders
Q3 202330,660$9.68M0.7%−3,893−11.3%ReducedHolders
Q2 202334,553$11.8M0.8%−21,451−38.3%ReducedHolders
Q1 202356,004$16.1M0.9%+872+1.6%AddedHolders
Q4 202255,132$13.2M0.9%+800+1.5%AddedHolders
Q3 202254,332$12.7M0.9%+2,626+5.1%AddedHolders
Q2 202251,706$13.3M0.9%+203+0.4%AddedHolders
Q1 202251,503$15.9M1.0%−6,804−11.7%ReducedHolders
Q4 202158,307$19.6M1.2%+20,540+54.4%AddedHolders
Q3 202137,767$10.6M0.8%+1,158+3.2%AddedHolders
Q2 202136,609$9.92M0.8%+195+0.5%AddedHolders
Q1 202136,414$8.59M0.7%––Holders

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