Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 156,449
Value: $58.4M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	156,449	$58.4M	1.4%	−3,000−1.9%	Reduced	Holders
Q1 2026	159,449	$59.0M	1.7%	−8,034−4.8%	Reduced	Holders
Q4 2025	167,483	$81.0M	2.3%	+32,064+23.7%	Added	Holders
Q3 2025	135,419	$70.1M	2.1%	+2,190+1.6%	Added	Holders
Q2 2025	133,229	$66.3M	2.3%	+8,529+6.8%	Added	Holders
Q1 2025	124,700	$46.8M	1.8%	−2,474−1.9%	Reduced	Holders
Q4 2024	127,174	$53.6M	1.9%	+6,953+5.8%	Added	Holders
Q3 2024	120,221	$51.7M	1.9%	+1,376+1.2%	Added	Holders
Q2 2024	118,845	$53.1M	2.8%	+6,958+6.2%	Added	Holders
Q1 2024	111,887	$47.1M	2.6%	+7,792+7.5%	Added	Holders
Q4 2023	104,095	$39.1M	2.5%	+316+0.3%	Added	Holders
Q3 2023	103,779	$32.8M	2.2%	+4,024+4.0%	Added	Holders
Q2 2023	99,755	$34.0M	2.5%	−426−0.4%	Reduced	Holders
Q1 2023	100,181	$28.9M	2.3%	+4,449+4.6%	Added	Holders
Q4 2022	95,732	$23.0M	2.2%	−2,907−2.9%	Reduced	Holders
Q3 2022	98,639	$23.0M	2.6%	+1,444+1.5%	Added	Holders
Q2 2022	97,195	$25.0M	2.5%	−1,264−1.3%	Reduced	Holders
Q1 2022	98,459	$30.4M	2.6%	+5,290+5.7%	Added	Holders
Q4 2021	93,169	$31.3M	2.7%	+27,727+42.4%	Added	Holders
Q3 2021	65,442	$18.4M	2.1%	−2,480−3.7%	Reduced	Holders
Q2 2021	67,922	$18.4M	2.2%	−391−0.6%	Reduced	Holders
Q1 2021	68,313	$16.1M	2.6%	–	–	Holders

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