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Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Evolution 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)
16,012
Value
$5.97M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,012$5.97M0.7%−5,380−25.1%ReducedHolders
Q1 202621,392$7.92M0.8%+2,636+14.1%AddedHolders
Q4 202518,756$9.07M0.9%+214+1.2%AddedHolders
Q3 202518,542$9.60M1.3%+164+0.9%AddedHolders
Q2 202518,378$9.14M1.3%+351+1.9%AddedHolders
Q1 202518,027$6.77M1.1%+6,588+57.6%AddedHolders
Q4 202411,439$4.82M0.8%+2,136+23.0%AddedHolders
Q3 20249,303$4.00M0.7%−1,222−11.6%ReducedHolders
Q2 202410,525$4.71M0.9%+1,613+18.1%AddedHolders
Q1 20248,912$3.75M0.7%+281+3.3%AddedHolders
Q4 20238,631$3.25M0.7%+174+2.1%AddedHolders
Q3 20238,457$2.67M0.6%00.0%UnchangedHolders
Q2 20238,457$2.88M0.6%+1,592+23.2%AddedHolders
Q1 20236,865$1.98M0.5%+1,383+25.2%AddedHolders
Q4 20225,482$1.31M0.3%+528+10.7%AddedHolders
Q3 20224,954$1.15M0.3%−3,333−40.2%ReducedHolders
Q2 20228,287$2.14M0.5%−22−0.3%ReducedHolders
Q1 20228,309$2.58M0.5%+495+6.3%AddedHolders
Q4 20217,814$2.63M0.5%+42+0.5%AddedHolders
Q3 20217,772$2.19M0.5%+281+3.8%AddedHolders
Q2 20217,491$2.03M0.4%−2,805−27.2%ReducedHolders
Q1 202110,296$2.43M0.5%––Holders

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