Skip to main content

WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

MSFT holding history

Microsoft Corp in every 13F filed by WealthShield 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 Q2 2026 holdings

Shares (Q2 2026)
29,078
Value
$10.8M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,078$10.8M1.7%−5,362−15.6%ReducedHolders
Q1 202634,440$12.7M1.4%+2,541+8.0%AddedHolders
Q4 202531,899$15.4M1.7%+651+2.1%AddedHolders
Q3 202531,248$16.2M1.8%+87+0.3%AddedHolders
Q2 202531,161$15.5M1.9%−39−0.1%ReducedHolders
Q1 202531,200$11.7M1.5%+7,247+30.3%AddedHolders
Q4 202423,953$10.1M1.4%−1,748−6.8%ReducedHolders
Q3 202425,701$11.1M1.5%+1,998+8.4%AddedHolders
Q2 202423,703$10.6M1.6%−112−0.5%ReducedHolders
Q1 202423,815$10.0M1.6%−1,628−6.4%ReducedHolders
Q4 202325,443$9.57M1.6%−2,663−9.5%ReducedHolders
Q3 202328,106$8.87M1.3%+3,775+15.5%AddedHolders
Q2 202324,331$8.29M1.2%−796−3.2%ReducedHolders
Q1 202325,127$7.24M1.2%+777+3.2%AddedHolders
Q4 202224,350$5.84M1.1%+1,665+7.3%AddedHolders
Q3 202222,685$5.28M1.0%+705+3.2%AddedHolders
Q2 202221,980$5.64M1.1%−2,978−11.9%ReducedHolders
Q1 202224,958$7.70M1.2%+1,335+5.7%AddedHolders
Q4 202123,623$7.95M1.3%+6,816+40.6%AddedHolders
Q3 202116,807$4.74M1.3%−3,078−15.5%ReducedHolders
Q2 202119,885$5.39M0.8%+2,953+17.4%AddedHolders
Q1 202116,932$3.99M0.7%––Holders

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