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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

MSFT holding history

Microsoft Corp in every 13F filed by One 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)
16,358
Value
$6.10M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,358$6.10M0.7%+784+5.0%AddedHolders
Q1 202615,574$5.77M0.7%+234+1.5%AddedHolders
Q4 202515,340$7.42M0.9%−764−4.7%ReducedHolders
Q3 202516,104$8.34M1.0%+651+4.2%AddedHolders
Q2 202515,453$7.69M1.1%+583+3.9%AddedHolders
Q1 202514,870$5.58M0.8%+1,478+11.0%AddedHolders
Q4 202413,392$5.64M0.8%−31−0.2%ReducedHolders
Q3 202413,423$5.78M0.9%+38+0.3%AddedHolders
Q2 202413,385$5.43M1.2%+961+7.7%AddedHolders
Q1 202412,424$5.23M0.9%+1,071+9.4%AddedHolders
Q4 202311,353$4.27M0.8%+34+0.3%AddedHolders
Q3 202311,319$3.57M0.8%−10.0%ReducedHolders
Q2 202311,320$3.85M0.8%−16−0.1%ReducedHolders
Q1 202311,336$3.27M0.8%+31+0.3%AddedHolders
Q4 202211,305$2.71M0.6%−1,368−10.8%ReducedHolders
Q3 202212,673$2.95M1.0%+3,518+38.4%AddedHolders
Q2 20229,155$2.35M0.6%−93−1.0%ReducedHolders
Q1 20229,248$2.85M0.7%+1,520+19.7%AddedHolders
Q4 20217,728$2.60M0.7%+136+1.8%AddedHolders
Q3 20217,592$2.14M0.6%+1,920+33.9%AddedHolders
Q2 20215,672$1.54M0.5%+747+15.2%AddedHolders
Q1 20214,925$1.16M0.4%––Holders

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