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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by REDW Wealth 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)
3,308
Value
$1.23M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of MSFT by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,308$1.23M0.4%+192+6.2%AddedHolders
Q1 20263,116$1.15M0.5%−87−2.7%ReducedHolders
Q4 20253,203$1.55M0.6%−111−3.3%ReducedHolders
Q3 20253,314$1.72M0.6%+178+5.7%AddedHolders
Q2 20253,136$1.56M0.6%−78−2.4%ReducedHolders
Q1 20253,214$1.21M0.4%−4,545−58.6%ReducedHolders
Q4 20247,759$3.27M1.1%−3,859−33.2%ReducedHolders
Q3 202411,618$5.00M1.3%−671−5.5%ReducedHolders
Q2 202412,289$5.49M1.4%−570−4.4%ReducedHolders
Q1 202412,859$5.41M1.5%−493−3.7%ReducedHolders
Q4 202313,352$5.02M1.4%−801−5.7%ReducedHolders
Q3 202314,153$4.47M1.4%−154−1.1%ReducedHolders
Q2 202314,307$4.87M1.5%+415+3.0%AddedHolders
Q1 202313,892$4.01M1.3%+986+7.6%AddedHolders
Q4 202212,906$3.10M1.1%−358−2.7%ReducedHolders
Q3 202213,264$3.09M1.2%+438+3.4%AddedHolders
Q2 202212,826$3.29M1.2%−190−1.5%ReducedHolders
Q1 202213,016$4.01M1.2%−253−1.9%ReducedHolders
Q4 202113,269$4.46M1.3%−211−1.6%ReducedHolders
Q3 202113,480$3.80M1.2%+18+0.1%AddedHolders
Q2 202113,462$3.65M1.2%−406−2.9%ReducedHolders
Q1 202113,868$3.27M1.1%––Holders

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