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Livermore
Livermore
ZHEN

Acorn Wealth Advisors, LLC

SEC CIK
0001730610
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Acorn 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)
16,683
Value
$6.22M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Acorn Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,683$6.22M1.5%+171+1.0%AddedHolders
Q1 202616,512$6.11M1.8%+415+2.6%AddedHolders
Q4 202516,097$7.79M2.3%−198−1.2%ReducedHolders
Q3 202516,295$8.44M2.6%+662+4.2%AddedHolders
Q2 202515,633$7.78M2.9%−320−2.0%ReducedHolders
Q1 202515,953$5.99M2.5%−53−0.3%ReducedHolders
Q4 202416,006$6.75M2.8%+24+0.2%AddedHolders
Q3 202415,982$6.88M3.0%+265+1.7%AddedHolders
Q2 202415,717$7.02M3.5%+531+3.5%AddedHolders
Q1 202415,186$6.39M3.3%−52−0.3%ReducedHolders
Q4 202315,238$5.73M3.4%−105−0.7%ReducedHolders
Q3 202315,343$4.84M3.2%−118−0.8%ReducedHolders
Q2 202315,461$5.27M3.6%+345+2.3%AddedHolders
Q1 202315,116$4.36M3.2%−958−6.0%ReducedHolders
Q4 202216,074$3.85M3.0%+130+0.8%AddedHolders
Q3 202215,944$3.71M3.0%+1,231+8.4%AddedHolders
Q2 202214,713$3.78M3.0%+36+0.2%AddedHolders
Q1 202214,677$4.53M3.1%−61−0.4%ReducedHolders
Q4 202114,738$4.96M3.1%−79−0.5%ReducedHolders
Q3 202114,817$4.18M2.9%−140−0.9%ReducedHolders
Q2 202114,957$4.05M2.8%−70.0%ReducedHolders
Q1 202114,964$3.53M2.5%––Holders

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