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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by River Wealth Advisors 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)
88,060
Value
$32.8M
% of portfolio
3.4%
Quarters held
22
Since Q1 2021
Holdings of MSFT by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,060$32.8M3.4%+3,755+4.5%AddedHolders
Q1 202684,305$31.2M3.6%+3,172+3.9%AddedHolders
Q4 202581,133$39.2M4.4%−778−0.9%ReducedHolders
Q3 202581,911$42.4M5.0%+168+0.2%AddedHolders
Q2 202581,743$40.7M5.1%+2,054+2.6%AddedHolders
Q1 202579,689$29.9M4.2%+1,511+1.9%AddedHolders
Q4 202478,178$33.0M4.4%+2,332+3.1%AddedHolders
Q3 202475,846$32.6M4.4%+1,818+2.5%AddedHolders
Q2 202474,028$33.1M4.7%+1,366+1.9%AddedHolders
Q1 202472,662$30.6M4.4%+1,714+2.4%AddedHolders
Q4 202370,948$26.7M4.3%−1,379−1.9%ReducedHolders
Q3 202372,327$22.8M4.1%−179−0.2%ReducedHolders
Q2 202372,506$24.7M4.2%+1,673+2.4%AddedHolders
Q1 202370,833$20.4M3.7%+632+0.9%AddedHolders
Q4 202270,201$16.8M3.2%+2,034+3.0%AddedHolders
Q3 202268,167$15.9M3.4%−1,174−1.7%ReducedHolders
Q2 202269,341$17.8M3.3%+983+1.4%AddedHolders
Q1 202268,358$21.1M3.4%+2,196+3.3%AddedHolders
Q4 202166,162$22.3M3.5%+1,497+2.3%AddedHolders
Q3 202164,665$18.2M3.1%+1,203+1.9%AddedHolders
Q2 202163,462$17.2M3.0%+206+0.3%AddedHolders
Q1 202163,256$14.9M2.8%––Holders

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