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Livermore
Livermore
ZHEN

MA Private Wealth

SEC CIK
0001767474
Latest filing
Jul 28, 2026

MSFT holding history

Microsoft Corp in every 13F filed by MA Private Wealth, 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)
1,927
Value
$718.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MSFT by MA Private Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,927$718.8K0.1%+225+13.2%AddedHolders
Q1 20261,702$630.0K0.1%+132+8.4%AddedHolders
Q4 20251,570$759.3K0.1%−580−27.0%ReducedHolders
Q3 20252,150$1.11M0.2%+51+2.4%AddedHolders
Q2 20252,099$1.04M0.2%−97−4.4%ReducedHolders
Q1 20252,196$824.4K0.2%+50+2.3%AddedHolders
Q4 20242,146$904.5K0.2%−1,904−47.0%ReducedHolders
Q3 20244,050$1.74M0.3%−38−0.9%ReducedHolders
Q2 20244,088$1.83M0.4%00.0%UnchangedHolders
Q1 20244,088$1.72M0.3%00.0%UnchangedHolders
Q4 20234,088$1.54M0.3%00.0%UnchangedHolders
Q3 20234,088$1.29M0.3%−10.0%ReducedHolders
Q2 20234,089$1.39M0.3%+245+6.4%AddedHolders
Q1 20233,844$1.11M0.3%−4,390−53.3%ReducedHolders
Q4 20228,234$1.97M0.5%−1,051−11.3%ReducedHolders
Q3 20229,285$2.30M0.6%−18−0.2%ReducedHolders
Q2 20229,303$2.35M0.6%−738−7.3%ReducedHolders
Q1 202210,041$3.10M0.6%−32−0.3%ReducedHolders
Q4 202110,073$3.39M0.6%−326−3.1%ReducedHolders
Q3 202110,399$2.93M0.6%+15+0.1%AddedHolders
Q2 202110,384$2.81M0.6%−2,303−18.2%ReducedHolders
Q1 202112,687$2.99M0.6%––Holders

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