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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Beacon Pointe 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)
874,315
Value
$326.1M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026874,315$326.1M1.5%−16,747−1.9%ReducedHolders
Q1 2026891,062$329.8M1.7%+215,407+31.9%AddedHolders
Q4 2025675,655$326.8M2.3%+41,887+6.6%AddedHolders
Q3 2025633,768$328.3M2.8%+80,328+14.5%AddedHolders
Q2 2025553,440$275.3M2.9%−6,139−1.1%ReducedHolders
Q1 2025559,579$210.1M2.4%+8,405+1.5%AddedHolders
Q4 2024551,174$232.3M2.6%−15,289−2.7%ReducedHolders
Q3 2024566,463$243.7M2.8%−24,360−4.1%ReducedHolders
Q2 2024590,823$264.1M3.1%−46,777−7.3%ReducedHolders
Q1 2024637,600$268.3M3.0%−2,745−0.4%ReducedHolders
Q4 2023640,345$240.8M2.9%−27,314−4.1%ReducedHolders
Q3 2023667,659$210.8M2.6%+152,571+29.6%AddedHolders
Q2 2023515,088$175.4M2.9%−38,890−7.0%ReducedHolders
Q1 2023553,978$159.7M2.7%+4,524+0.8%AddedHolders
Q4 2022549,454$131.8M2.6%+13,117+2.4%AddedHolders
Q3 2022536,337$125.0M2.8%−4,215−0.8%ReducedHolders
Q2 2022540,552$138.9M2.9%−109,152−16.8%ReducedHolders
Q1 2022649,704$200.3M2.7%+370,679+132.8%AddedHolders
Q4 2021279,025$93.8M2.4%−134,902−32.6%ReducedHolders
Q3 2021413,927$116.7M2.9%+237,686+134.9%AddedHolders
Q2 2021176,241$47.7M1.7%+90,587+105.8%AddedHolders
Q1 202185,654$20.2M1.2%––Holders

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