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Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Great Point 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)
10,545
Value
$3.93M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,545$3.93M0.6%+97+0.9%AddedHolders
Q1 202610,448$3.87M0.7%−25−0.2%ReducedHolders
Q4 202510,473$5.06M0.9%−78−0.7%ReducedHolders
Q3 202510,551$5.46M1.0%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202512,365$4.64M1.0%−91−0.7%ReducedHolders
Q4 202412,456$5.25M1.1%−160−1.3%ReducedHolders
Q3 202412,616$5.43M1.2%+115+0.9%AddedHolders
Q2 202412,501$5.59M1.3%−75−0.6%ReducedHolders
Q1 202412,576$5.29M1.2%−554−4.2%ReducedHolders
Q4 202313,130$4.94M1.3%−350−2.6%ReducedHolders
Q3 202313,480$4.26M1.3%+734+5.8%AddedHolders
Q2 202312,746$4.34M1.3%−103−0.8%ReducedHolders
Q1 202312,849$3.70M1.2%−28−0.2%ReducedHolders
Q4 202212,877$3.09M1.0%−392−3.0%ReducedHolders
Q3 202213,269$3.09M1.2%−150−1.1%ReducedHolders
Q2 202213,419$3.45M1.2%00.0%UnchangedHolders
Q1 202213,419$4.14M1.3%+3,456+34.7%AddedHolders
Q4 20219,963$3.35M1.0%−145−1.4%ReducedHolders
Q3 202110,108$2.85M1.0%−203−2.0%ReducedHolders
Q2 202110,311$2.79M1.0%−291−2.7%ReducedHolders
Q1 202110,602$2.50M1.0%––Holders

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