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Clarus Wealth Advisors

SEC CIK
0001730149
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Clarus Wealth Advisors, 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)
8,087
Value
$3.10M
% of portfolio
1.2%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Clarus Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,087$3.10M1.2%+1,202+17.5%AddedHolders
Q1 20266,885$2.56M1.1%+846+14.0%AddedHolders
Q4 20256,039$2.84M1.2%+527+9.6%AddedHolders
Q3 20255,512$2.85M1.3%+689+14.3%AddedHolders
Q2 20254,823$2.40M1.1%+458+10.5%AddedHolders
Q1 20254,365$1.70M0.9%+717+19.7%AddedHolders
Q4 20243,648$1.52M0.8%+222+6.5%AddedHolders
Q3 20243,426$1.40M0.7%+99+3.0%AddedHolders
Q2 20243,327$1.55M0.8%+10.0%AddedHolders
Q1 20243,326$1.41M0.8%−72−2.1%ReducedHolders
Q4 20233,398$1.34M0.8%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20233,526$1.19M0.7%−361−9.3%ReducedHolders
Q1 20233,887$1.13M0.7%−1,185−23.4%ReducedHolders
Q4 20225,072$1.16M0.8%+382+8.1%AddedHolders
Q3 20224,690$1.07M0.8%+73+1.6%AddedHolders
Q2 20224,617$1.22M0.9%+654+16.5%AddedHolders
Q1 20223,963$1.13M0.7%+597+17.7%AddedHolders
Q4 20213,366$1.07M0.6%−163−4.6%ReducedHolders
Q3 20213,529$1.02M0.6%−3−0.1%ReducedHolders
Q2 20213,532$979.0K0.6%−10−0.3%ReducedHolders
Q1 20213,542$906.0K0.6%––Holders

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