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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Modera Wealth Management, 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)
371,417
Value
$138.5M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026371,417$138.5M1.5%−6,171−1.6%ReducedHolders
Q1 2026377,588$139.8M1.7%−10,086−2.6%ReducedHolders
Q4 2025387,674$187.5M2.2%−7,486−1.9%ReducedHolders
Q3 2025395,160$204.7M2.4%−5,771−1.4%ReducedHolders
Q2 2025400,931$199.4M2.5%−7,083−1.7%ReducedHolders
Q1 2025408,014$153.2M2.1%−8,093−1.9%ReducedHolders
Q4 2024416,107$175.4M2.1%−3,411−0.8%ReducedHolders
Q3 2024419,518$180.5M2.3%+14,940+3.7%AddedHolders
Q2 2024404,578$180.8M2.7%−12,970−3.1%ReducedHolders
Q1 2024417,548$175.7M2.7%−3,305−0.8%ReducedHolders
Q4 2023420,853$158.3M2.6%−7,867−1.8%ReducedHolders
Q3 2023428,720$135.4M2.6%−8,171−1.9%ReducedHolders
Q2 2023436,891$148.8M2.7%+344,561+373.2%AddedHolders
Q1 202392,330$26.6M1.0%+13,433+17.0%AddedHolders
Q4 202278,897$18.9M0.8%−4,201−5.1%ReducedHolders
Q3 202283,098$19.4M1.0%−2,644−3.1%ReducedHolders
Q2 202285,742$22.0M1.0%+4,164+5.1%AddedHolders
Q1 202281,578$25.2M1.1%−39,158−32.4%ReducedHolders
Q4 2021120,736$40.6M1.6%+73,036+153.1%AddedHolders
Q3 202147,700$13.4M0.7%+6,752+16.5%AddedHolders
Q2 202140,948$11.1M0.6%−854−2.0%ReducedHolders
Q1 202141,802$9.86M0.6%––Holders

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