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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by O'Brien Wealth Partners 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 Q4 2025 holdings

Shares (Q4 2025)
4,546
Value
$2.20M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of MSFT by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20254,546$2.20M0.3%−238−5.0%ReducedHolders
Q3 20254,784$2.48M0.3%+2,915+156.0%AddedHolders
Q2 20251,869$929.5K0.1%−426−18.6%ReducedHolders
Q1 20252,295$861.7K0.2%+1,023+80.4%AddedHolders
Q4 20241,272$536.2K0.1%00.0%UnchangedHolders
Q3 20241,272$547.2K0.1%−80−5.9%ReducedHolders
Q2 20241,352$604.4K0.1%+153+12.8%AddedHolders
Q1 20241,199$504.4K0.1%−816−40.5%ReducedHolders
Q4 20232,015$757.7K0.2%+87+4.5%AddedHolders
Q3 20231,928$608.8K0.2%00.0%UnchangedHolders
Q2 20231,928$656.6K0.2%−126−6.1%ReducedHolders
Q1 20232,054$592.2K0.2%−466−18.5%ReducedHolders
Q4 20222,520$604.3K0.2%+667+36.0%AddedHolders
Q3 20221,853$432.0K0.2%−328−15.0%ReducedHolders
Q2 20222,181$560.0K0.2%−346−13.7%ReducedHolders
Q1 20222,527$669.0K0.3%+642+34.1%AddedHolders
Q4 20211,885$574.0K0.2%−673−26.3%ReducedHolders
Q3 20212,558$739.0K0.3%−3,346−56.7%ReducedHolders
Q2 20215,904$1.64M0.5%+1,183+25.1%AddedHolders
Q1 20214,721$1.20M0.4%––Holders

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