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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Gradient Investments 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)
304,934
Value
$113.7M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026304,934$113.7M1.6%−14,661−4.6%ReducedHolders
Q1 2026319,595$118.3M1.8%+20,436+6.8%AddedHolders
Q4 2025299,159$144.7M2.3%+13,996+4.9%AddedHolders
Q3 2025285,163$147.7M2.5%+11,770+4.3%AddedHolders
Q2 2025273,393$136.0M2.5%−1,950−0.7%ReducedHolders
Q1 2025275,343$103.4M2.1%+35,785+14.9%AddedHolders
Q4 2024239,558$101.0M2.0%+44,333+22.7%AddedHolders
Q3 2024195,225$84.0M1.8%+607+0.3%AddedHolders
Q2 2024194,618$87.0M2.0%+15,575+8.7%AddedHolders
Q1 2024179,043$75.3M1.7%+16,356+10.1%AddedHolders
Q4 2023162,687$61.2M1.5%+13,995+9.4%AddedHolders
Q3 2023148,692$46.9M1.2%+2,110+1.4%AddedHolders
Q2 2023146,582$49.9M1.3%−11,700−7.4%ReducedHolders
Q1 2023158,282$45.6M1.2%+674+0.4%AddedHolders
Q4 2022157,608$37.8M1.2%+7,469+5.0%AddedHolders
Q3 2022150,139$35.0M1.1%+6,480+4.5%AddedHolders
Q2 2022143,659$36.9M1.1%−11,686−7.5%ReducedHolders
Q1 2022155,345$47.9M1.2%+2,358+1.5%AddedHolders
Q4 2021152,987$51.5M1.3%+13,039+9.3%AddedHolders
Q3 2021139,948$39.5M1.1%+5,138+3.8%AddedHolders
Q2 2021134,810$36.5M1.1%+2,734+2.1%AddedHolders
Q1 2021132,076$31.1M1.0%––Holders

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